Chase Investment Counsel’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 |
-3,438
| Closed | -$209K | – | 135 |
|
|
2025
Q1 | $209K | Buy |
+3,438
| New | +$209K | 0.08% | 122 |
|
|
2021
Q4 | – | Sell |
-3,510
| Closed | -$207K | – | 116 |
|
|
2021
Q3 | $207K | Buy |
+3,510
| New | +$207K | 0.09% | 97 |
|
|
2020
Q2 | – | Sell |
-87,741
| Closed | -$4.89M | – | 97 |
|
|
2020
Q1 | $4.89M | Buy |
87,741
+34,036
| +63% | +$1.9M | 3.3% | 7 |
|
|
2019
Q4 | $3.45M | Buy |
+53,705
| New | +$3.45M | 1.75% | 20 |
|