Kessler Investment 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
$18.5K Hold
400
0.01% 121
2025
Q1
$24.4K Hold
400
0.01% 121
2024
Q4
$22.6K Hold
400
0.01% 106
2024
Q3
$20.7K Hold
400
0.01% 109
2024
Q2
$16.6K Hold
400
0.01% 116
2024
Q1
$21.7K Hold
400
0.01% 105
2023
Q4
$20.5K Hold
400
0.01% 109
2023
Q3
$23.2K Hold
400
0.02% 93
2023
Q2
$25.6K Hold
400
0.02% 95
2023
Q1
$27.7K Hold
400
0.02% 106
2022
Q4
$29K Hold
400
0.03% 90
2022
Q3
$28K Hold
400
0.02% 108
2022
Q2
$31K Buy
+400
New +$31K 0.03% 99
2021
Q4
Sell
-1,095
Closed -$65K 177
2021
Q3
$65K Buy
+1,095
New +$65K 0.05% 99
2019
Q3
Sell
-1,320
Closed -$60K 105
2019
Q2
$60K Hold
1,320
0.06% 84
2019
Q1
$63K Sell
1,320
-159
-11% -$7.59K 0.06% 79
2018
Q4
$77K Buy
1,479
+59
+4% +$3.07K 0.1% 62
2018
Q3
$88K Buy
1,420
+384
+37% +$23.8K 0.09% 76
2018
Q2
$57K Buy
+1,036
New +$57K 0.07% 91