Callan Capital’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $416K | Buy |
6,813
+431
| +7% | +$26.3K | 0.03% | 231 |
|
|
2024
Q4 | $361K | Sell |
6,382
-180
| -3% | -$10.2K | 0.03% | 226 |
|
|
2024
Q3 | $340K | Buy |
+6,562
| New | +$340K | 0.02% | 246 |
|
|
2024
Q2 | – | Sell |
-5,718
| Closed | -$310K | – | 314 |
|
|
2024
Q1 | $310K | Buy |
+5,718
| New | +$310K | 0.03% | 199 |
|
|
2023
Q4 | – | Sell |
-5,609
| Closed | -$326K | – | 236 |
|
|
2023
Q3 | $326K | Buy |
5,609
+2,099
| +60% | +$122K | 0.03% | 152 |
|
|
2023
Q2 | $224K | Sell |
3,510
-65
| -2% | -$4.16K | 0.02% | 166 |
|
|
2023
Q1 | $248K | Hold |
3,575
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $257K | Buy |
+3,575
| New | +$257K | 0.03% | 158 |
|