Koss-Olinger Consulting’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 | $204K | Sell |
4,402
-209
| -5% | -$9.67K | 0.02% | 301 |
|
2025
Q1 | $281K | Buy |
+4,611
| New | +$281K | 0.02% | 259 |
|
2023
Q4 | – | Sell |
-3,595
| Closed | -$209K | – | 317 |
|
2023
Q3 | $209K | Buy |
3,595
+3
| +0.1% | +$174 | 0.03% | 246 |
|
2023
Q2 | $230K | Sell |
3,592
-704
| -16% | -$45.1K | 0.03% | 227 |
|
2023
Q1 | $298K | Sell |
4,296
-644
| -13% | -$44.7K | 0.04% | 178 |
|
2022
Q4 | $355K | Buy |
4,940
+1,358
| +38% | +$97.6K | 0.05% | 147 |
|
2022
Q3 | $255K | Sell |
3,582
-189
| -5% | -$13.5K | 0.04% | 179 |
|
2022
Q2 | $290K | Buy |
3,771
+5
| +0.1% | +$385 | 0.05% | 134 |
|
2022
Q1 | $275K | Buy |
3,766
+435
| +13% | +$31.8K | 0.04% | 154 |
|
2021
Q4 | $208K | Sell |
3,331
-6,763
| -67% | -$422K | 0.03% | 185 |
|
2021
Q3 | $597K | Sell |
10,094
-4,892
| -33% | -$289K | 0.1% | 95 |
|
2021
Q2 | $1M | Buy |
14,986
+1,062
| +8% | +$70.9K | 0.15% | 83 |
|
2021
Q1 | $879K | Buy |
+13,924
| New | +$879K | 0.15% | 86 |
|