Costello Asset 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
Q2 | $61.7K | Buy |
1,334
+1
| +0.1% | +$46 | 0.02% | 212 |
|
|
2025
Q1 | $81.3K | Buy |
+1,333
| New | +$81.3K | 0.03% | 170 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$2.59K | – | 189 |
|
|
2024
Q3 | $2.59K | Hold |
50
| – | – | ﹤0.01% | 180 |
|
|
2024
Q2 | $2.08K | Hold |
50
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $2.71K | Hold |
50
| – | – | ﹤0.01% | 168 |
|
|
2023
Q4 | $2.57K | Hold |
50
| – | – | ﹤0.01% | 169 |
|
|
2023
Q3 | $2.9K | Sell |
50
-400
| -89% | -$23.2K | ﹤0.01% | 176 |
|
|
2023
Q2 | $28.8K | Hold |
450
| – | – | 0.02% | 107 |
|
|
2023
Q1 | $31.2K | Hold |
450
| – | – | 0.03% | 106 |
|
|
2022
Q4 | $32.4K | Hold |
450
| – | – | 0.03% | 108 |
|
|
2022
Q3 | $32K | Hold |
450
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $35K | Hold |
450
| – | – | 0.03% | 107 |
|
|
2022
Q1 | $33K | Sell |
450
-1,850
| -80% | -$136K | 0.02% | 127 |
|
|
2021
Q4 | $143K | Buy |
2,300
+325
| +16% | +$20.2K | 0.09% | 76 |
|
|
2021
Q3 | $117K | Hold |
1,975
| – | – | 0.07% | 76 |
|
|
2021
Q2 | $132K | Sell |
1,975
-2,620
| -57% | -$175K | 0.09% | 69 |
|
|
2021
Q1 | $290K | Sell |
4,595
-105
| -2% | -$6.63K | 0.2% | 57 |
|
|
2020
Q4 | $292K | Buy |
4,700
+258
| +6% | +$16K | 0.22% | 54 |
|
|
2020
Q3 | $268K | Sell |
4,442
-80
| -2% | -$4.83K | 0.24% | 49 |
|
|
2020
Q2 | $266K | Buy |
+4,522
| New | +$266K | 0.26% | 47 |
|