Cladis 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 | $1.38M | Buy |
29,807
+2,000
| +7% | +$92.6K | 0.86% | 35 |
|
|
2025
Q1 | $1.7M | Hold |
27,807
| – | – | 1.23% | 22 |
|
|
2024
Q4 | $1.57M | Sell |
27,807
-1,700
| -6% | -$96.2K | 1.12% | 25 |
|
|
2024
Q3 | $1.53M | Sell |
29,507
-29
| -0.1% | -$1.5K | 1.06% | 25 |
|
|
2024
Q2 | $1.23M | Buy |
29,536
+383
| +1% | +$15.9K | 0.89% | 34 |
|
|
2024
Q1 | $1.58M | Buy |
29,153
+350
| +1% | +$19K | 1.16% | 22 |
|
|
2023
Q4 | $1.48M | Buy |
28,803
+200
| +0.7% | +$10.3K | 1.16% | 26 |
|
|
2023
Q3 | $1.66M | Sell |
28,603
-500
| -2% | -$29K | 1.45% | 16 |
|
|
2023
Q2 | $1.86M | Buy |
29,103
+86
| +0.3% | +$5.5K | 1.62% | 13 |
|
|
2023
Q1 | $2.01M | Sell |
29,017
-333
| -1% | -$23.1K | 1.81% | 9 |
|
|
2022
Q4 | $2.11M | Sell |
29,350
-1,218
| -4% | -$87.6K | 2.1% | 8 |
|
|
2022
Q3 | $2.17M | Sell |
30,568
-800
| -3% | -$56.9K | 2.35% | 5 |
|
|
2022
Q2 | $2.42M | Sell |
31,368
-500
| -2% | -$38.5K | 2.41% | 2 |
|
|
2022
Q1 | $2.33M | Sell |
31,868
-800
| -2% | -$58.4K | 1.88% | 6 |
|
|
2021
Q4 | $2.04M | Buy |
+32,668
| New | +$2.04M | 1.63% | 13 |
|