CIA
Concurrent Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
84,452
+7,578
| +10% | +$351K | 0.08% | 270 |
|
|
2025
Q1 | $4.69M | Buy |
76,874
+46,504
| +153% | +$2.84M | 0.11% | 197 |
|
|
2024
Q4 | $1.72M | Buy |
30,370
+2,206
| +8% | +$125K | 0.05% | 360 |
|
|
2024
Q3 | $1.46M | Buy |
28,164
+2,255
| +9% | +$117K | 0.04% | 380 |
|
|
2024
Q2 | $1.08M | Sell |
25,909
-994
| -4% | -$41.3K | 0.04% | 407 |
|
|
2024
Q1 | $1.46M | Buy |
26,903
+3,040
| +13% | +$165K | 0.06% | 300 |
|
|
2023
Q4 | $1.22M | Buy |
+23,863
| New | +$1.22M | 0.06% | 298 |
|