Carmel Capital Partners’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 | – | Sell |
-3,749
| Closed | -$229K | – | 158 |
|
|
2025
Q1 | $229K | Buy |
3,749
+1
| +0% | +$61 | 0.09% | 134 |
|
|
2024
Q4 | $212K | Buy |
+3,748
| New | +$212K | 0.09% | 138 |
|
|
2023
Q4 | – | Sell |
-3,583
| Closed | -$208K | – | 212 |
|
|
2023
Q3 | $208K | Sell |
3,583
-16,890
| -82% | -$980K | 0.09% | 145 |
|
|
2023
Q2 | $1.31M | Buy |
20,473
+21
| +0.1% | +$1.34K | 0.67% | 33 |
|
|
2023
Q1 | $1.42M | Buy |
20,452
+1,222
| +6% | +$84.7K | 0.84% | 14 |
|
|
2022
Q4 | $1.38M | Sell |
19,230
-2,894
| -13% | -$208K | 0.96% | 14 |
|
|
2022
Q3 | $1.57M | Buy |
22,124
+350
| +2% | +$24.9K | 1.52% | 7 |
|
|
2022
Q2 | $1.68M | Sell |
21,774
-4,015
| -16% | -$309K | 1.57% | 7 |
|
|
2022
Q1 | $1.88M | Buy |
25,789
+820
| +3% | +$59.9K | 1.57% | 5 |
|
|
2021
Q4 | $1.56M | Buy |
+24,969
| New | +$1.56M | 1.16% | 16 |
|