Cape Investment Advisory’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
Q2 | $19K | Sell |
410
-5
| -1% | -$232 | 0.01% | 519 |
|
|
2025
Q1 | $25.3K | Buy |
415
+2
| +0.5% | +$122 | 0.01% | 439 |
|
|
2024
Q4 | $23.4K | Buy |
413
+38
| +10% | +$2.15K | 0.01% | 456 |
|
|
2024
Q3 | $19.4K | Buy |
375
+1
| +0.3% | +$52 | 0.01% | 467 |
|
|
2024
Q2 | $15.5K | Buy |
374
+2
| +0.5% | +$83 | 0.01% | 458 |
|
|
2024
Q1 | $20.2K | Buy |
372
+101
| +37% | +$5.48K | 0.01% | 441 |
|
|
2023
Q4 | $13.9K | Buy |
271
+7
| +3% | +$359 | 0.01% | 598 |
|
|
2023
Q3 | $15.3K | Hold |
264
| – | – | 0.01% | 488 |
|
|
2023
Q2 | $16.9K | Buy |
264
+6
| +2% | +$384 | 0.01% | 468 |
|
|
2023
Q1 | $17.9K | Buy |
+258
| New | +$17.9K | 0.01% | 440 |
|