Kozak & Associates’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 | $6.58K | Buy |
138
+2
| +1% | +$95 | ﹤0.01% | 270 |
|
|
2025
Q1 | $7K | Buy |
136
+1
| +0.7% | +$51 | ﹤0.01% | 249 |
|
|
2024
Q4 | $7.63K | Buy |
135
+20
| +17% | +$1.13K | ﹤0.01% | 262 |
|
|
2024
Q3 | $6.12K | Buy |
115
+2
| +2% | +$106 | ﹤0.01% | 265 |
|
|
2024
Q2 | $4.54K | Hold |
113
| – | – | ﹤0.01% | 275 |
|
|
2024
Q1 | $5K | Buy |
113
+3
| +3% | +$133 | ﹤0.01% | 275 |
|
|
2023
Q4 | $5.52K | Buy |
110
+1
| +0.9% | +$50 | ﹤0.01% | 271 |
|
|
2023
Q3 | $6.19K | Buy |
109
+1
| +0.9% | +$57 | ﹤0.01% | 269 |
|
|
2023
Q2 | $6.97K | Buy |
108
+1
| +0.9% | +$65 | ﹤0.01% | 255 |
|
|
2023
Q1 | $7.44K | Buy |
107
+1
| +0.9% | +$69 | ﹤0.01% | 253 |
|
|
2022
Q4 | $8K | Hold |
106
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $7K | Buy |
106
+1
| +1% | +$66 | ﹤0.01% | 242 |
|
|
2022
Q2 | $8K | Buy |
105
+1
| +1% | +$76 | 0.01% | 247 |
|
|
2022
Q1 | $7K | Hold |
104
| – | – | ﹤0.01% | 285 |
|
|
2021
Q4 | $7K | Buy |
104
+1
| +1% | +$67 | ﹤0.01% | 285 |
|
|
2021
Q3 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 267 |
|