Cascade Investment Group’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 | $283K | Buy |
6,114
+400
| +7% | +$18.5K | 0.2% | 108 |
|
|
2025
Q1 | $348K | Hold |
5,714
| – | – | 0.27% | 87 |
|
|
2024
Q4 | $323K | Hold |
5,714
| – | – | 0.23% | 102 |
|
|
2024
Q3 | $296K | Sell |
5,714
-650
| -10% | -$33.6K | 0.22% | 105 |
|
|
2024
Q2 | $264K | Buy |
+6,364
| New | +$264K | 0.21% | 107 |
|
|
2023
Q1 | – | Sell |
-2,787
| Closed | -$201K | – | 122 |
|
|
2022
Q4 | $201K | Buy |
+2,787
| New | +$201K | 0.21% | 115 |
|