Cohen Investment Advisors’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 | $384K | Sell |
8,289
-490
| -6% | -$22.7K | 0.2% | 70 |
|
|
2025
Q1 | $535K | Sell |
8,779
-23
| -0.3% | -$1.4K | 0.31% | 52 |
|
|
2024
Q4 | $498K | Buy |
8,802
+221
| +3% | +$12.5K | 0.3% | 54 |
|
|
2024
Q3 | $444K | Buy |
8,581
+962
| +13% | +$49.8K | 0.27% | 62 |
|
|
2024
Q2 | $442K | Buy |
7,619
+487
| +7% | +$28.3K | 0.36% | 57 |
|
|
2024
Q1 | $387K | Sell |
7,132
-207
| -3% | -$11.2K | 0.25% | 60 |
|
|
2023
Q4 | $377K | Sell |
7,339
-280
| -4% | -$14.4K | 0.28% | 65 |
|
|
2023
Q3 | $442K | Sell |
7,619
-291
| -4% | -$16.9K | 0.36% | 57 |
|
|
2023
Q2 | $506K | Sell |
7,910
-143
| -2% | -$9.15K | 0.41% | 57 |
|
|
2023
Q1 | $558K | Buy |
8,053
+476
| +6% | +$33K | 0.44% | 51 |
|
|
2022
Q4 | $545K | Buy |
7,577
+395
| +5% | +$28.4K | 0.45% | 50 |
|
|
2022
Q3 | $511K | Sell |
7,182
-10
| -0.1% | -$712 | 0.47% | 48 |
|
|
2022
Q2 | $554K | Sell |
7,192
-59
| -0.8% | -$4.55K | 0.47% | 46 |
|
|
2022
Q1 | $530K | Buy |
7,251
+90
| +1% | +$6.58K | 0.39% | 53 |
|
|
2021
Q4 | $446K | Buy |
7,161
+61
| +0.9% | +$3.8K | 0.32% | 61 |
|
|
2021
Q3 | $420K | Buy |
7,100
+41
| +0.6% | +$2.43K | 0.32% | 60 |
|
|
2021
Q2 | $472K | Buy |
7,059
+57
| +0.8% | +$3.81K | 0.37% | 52 |
|
|
2021
Q1 | $442K | Sell |
7,002
-35
| -0.5% | -$2.21K | 0.36% | 56 |
|
|
2020
Q4 | $437K | Buy |
+7,037
| New | +$437K | 0.39% | 52 |
|