Coastwise Capital 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 | $1.19M | Buy |
25,685
+1,595
| +7% | +$73.8K | 0.95% | 29 |
|
2025
Q1 | $1.47M | Sell |
24,090
-2,600
| -10% | -$159K | 1.24% | 19 |
|
2024
Q4 | $1.51M | Sell |
26,690
-2,849
| -10% | -$161K | 1.21% | 23 |
|
2024
Q3 | $1.53M | Sell |
29,539
-6,216
| -17% | -$322K | 1.26% | 19 |
|
2024
Q2 | $1.48M | Buy |
35,755
+15,234
| +74% | +$633K | 1.41% | 16 |
|
2024
Q1 | $1.11M | Buy |
20,521
+4,417
| +27% | +$240K | 1.03% | 26 |
|
2023
Q4 | $826K | Sell |
16,104
-6,668
| -29% | -$342K | 0.84% | 35 |
|
2023
Q3 | $1.32M | Buy |
22,772
+2,321
| +11% | +$135K | 1.51% | 13 |
|
2023
Q2 | $1.31M | Buy |
20,451
+1,895
| +10% | +$121K | 1.48% | 13 |
|
2023
Q1 | $1.29M | Sell |
18,556
-561
| -3% | -$38.9K | 1.47% | 15 |
|
2022
Q4 | $1.38M | Buy |
19,117
+738
| +4% | +$53.1K | 1.63% | 12 |
|
2022
Q3 | $1.31M | Sell |
18,379
-714
| -4% | -$50.8K | 2.06% | 7 |
|
2022
Q2 | $1.47M | Sell |
19,093
-1,034
| -5% | -$79.6K | 1.79% | 13 |
|
2022
Q1 | $1.47M | Buy |
+20,127
| New | +$1.47M | 1.83% | 11 |
|