Kathmere Capital 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 | $428K | Sell |
9,248
-326
| -3% | -$15.1K | 0.03% | 308 |
|
|
2025
Q1 | $584K | Sell |
9,574
-1,064
| -10% | -$64.9K | 0.05% | 218 |
|
|
2024
Q4 | $602K | Buy |
10,638
+2,656
| +33% | +$150K | 0.05% | 196 |
|
|
2024
Q3 | $413K | Buy |
+7,982
| New | +$413K | 0.04% | 233 |
|
|
2024
Q2 | – | Sell |
-4,096
| Closed | -$222K | – | 341 |
|
|
2024
Q1 | $222K | Buy |
+4,096
| New | +$222K | 0.03% | 293 |
|
|
2023
Q3 | – | Sell |
-3,582
| Closed | -$229K | – | 266 |
|
|
2023
Q2 | $229K | Buy |
3,582
+70
| +2% | +$4.48K | 0.04% | 207 |
|
|
2023
Q1 | $243K | Sell |
3,512
-969
| -22% | -$67.2K | 0.04% | 174 |
|
|
2022
Q4 | $322K | Buy |
+4,481
| New | +$322K | 0.06% | 136 |
|
|
2021
Q1 | – | Sell |
-2,531
| Closed | -$157K | – | 160 |
|
|
2020
Q4 | $157K | Hold |
2,531
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $153K | Buy |
+2,531
| New | +$153K | 0.04% | 129 |
|
|
2020
Q1 | – | Sell |
-5,902
| Closed | -$379K | – | 87 |
|
|
2019
Q4 | $379K | Buy |
+5,902
| New | +$379K | 0.14% | 68 |
|