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