L.M. Kohn & Company’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 | $313K | Sell |
6,771
-594
| -8% | -$27.5K | 0.08% | 195 |
|
|
2025
Q1 | $449K | Buy |
7,365
+10
| +0.1% | +$610 | 0.12% | 157 |
|
|
2024
Q4 | $416K | Sell |
7,355
-399
| -5% | -$22.6K | 0.11% | 155 |
|
|
2024
Q3 | $401K | Sell |
7,754
-317
| -4% | -$16.4K | 0.1% | 169 |
|
|
2024
Q2 | $335K | Sell |
8,071
-536
| -6% | -$22.3K | 0.09% | 191 |
|
|
2024
Q1 | $467K | Buy |
8,607
+1,473
| +21% | +$79.9K | 0.13% | 147 |
|
|
2023
Q4 | $366K | Sell |
7,134
-2,943
| -29% | -$151K | 0.12% | 156 |
|
|
2023
Q3 | $585K | Hold |
10,077
| – | – | 0.21% | 102 |
|
|
2023
Q2 | $644K | Sell |
10,077
-2,061
| -17% | -$132K | 0.24% | 96 |
|
|
2023
Q1 | $841K | Buy |
12,138
+39
| +0.3% | +$2.7K | 0.35% | 64 |
|
|
2022
Q4 | $871K | Sell |
12,099
-159
| -1% | -$11.4K | 0.41% | 63 |
|
|
2022
Q3 | $872K | Sell |
12,258
-1
| -0% | -$71 | 0.43% | 56 |
|
|
2022
Q2 | $944K | Buy |
12,259
+4,566
| +59% | +$352K | 0.44% | 57 |
|
|
2022
Q1 | $562K | Buy |
+7,693
| New | +$562K | 0.22% | 115 |
|