Clear Creek Financial Management’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
Q1 | – | Sell |
-9,676
| Closed | -$547K | – | 521 |
|
2024
Q4 | $547K | Sell |
9,676
-2,287
| -19% | -$129K | 0.06% | 281 |
|
2024
Q3 | $619K | Sell |
11,963
-392
| -3% | -$20.3K | 0.07% | 231 |
|
2024
Q2 | $519K | Buy |
12,355
+6,265
| +103% | +$263K | 0.06% | 246 |
|
2024
Q1 | $333K | Buy |
+6,090
| New | +$333K | 0.04% | 309 |
|
2020
Q3 | – | Sell |
-3,438
| Closed | -$202K | – | 104 |
|
2020
Q2 | $202K | Buy |
+3,438
| New | +$202K | 0.05% | 222 |
|