Lantz Financial’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 | $367K | Sell |
7,937
-5,621
| -41% | -$260K | 0.09% | 166 |
|
|
2025
Q1 | $827K | Sell |
13,558
-723
| -5% | -$44.1K | 0.23% | 108 |
|
|
2024
Q4 | $808K | Sell |
14,281
-545
| -4% | -$30.8K | 0.22% | 106 |
|
|
2024
Q3 | $767K | Buy |
14,826
+3,027
| +26% | +$157K | 0.21% | 107 |
|
|
2024
Q2 | $490K | Buy |
11,799
+1,747
| +17% | +$72.6K | 0.15% | 129 |
|
|
2024
Q1 | $545K | Buy |
10,052
+2,742
| +38% | +$149K | 0.18% | 118 |
|
|
2023
Q4 | $375K | Buy |
7,310
+1,292
| +21% | +$66.3K | 0.14% | 137 |
|
|
2023
Q3 | $349K | Buy |
6,018
+67
| +1% | +$3.89K | 0.14% | 134 |
|
|
2023
Q2 | $381K | Buy |
5,951
+352
| +6% | +$22.5K | 0.15% | 126 |
|
|
2023
Q1 | $388K | Sell |
5,599
-303
| -5% | -$21K | 0.16% | 119 |
|
|
2022
Q4 | $425K | Sell |
5,902
-1,138
| -16% | -$81.9K | 0.19% | 113 |
|
|
2022
Q3 | $500K | Sell |
7,040
-710
| -9% | -$50.4K | 0.26% | 92 |
|
|
2022
Q2 | $597K | Sell |
7,750
-1,260
| -14% | -$97.1K | 0.27% | 89 |
|
|
2022
Q1 | $658K | Buy |
9,010
+1,934
| +27% | +$141K | 0.27% | 90 |
|
|
2021
Q4 | $441K | Buy |
7,076
+1,564
| +28% | +$97.5K | 0.2% | 100 |
|
|
2021
Q3 | $326K | Buy |
5,512
+500
| +10% | +$29.6K | 0.17% | 117 |
|
|
2021
Q2 | $335K | Sell |
5,012
-168
| -3% | -$11.2K | 0.17% | 113 |
|
|
2021
Q1 | $327K | Sell |
5,180
-749
| -13% | -$47.3K | 0.19% | 101 |
|
|
2020
Q4 | $368K | Buy |
5,929
+34
| +0.6% | +$2.11K | 0.23% | 88 |
|
|
2020
Q3 | $355K | Buy |
5,895
+342
| +6% | +$20.6K | 0.24% | 85 |
|
|
2020
Q2 | $327K | Buy |
5,553
+732
| +15% | +$43.1K | 0.24% | 84 |
|
|
2020
Q1 | $269K | Hold |
4,821
| – | – | 0.21% | 91 |
|
|
2019
Q4 | $309K | Sell |
4,821
-200
| -4% | -$12.8K | 0.18% | 105 |
|
|
2019
Q3 | $247K | Sell |
5,021
-200
| -4% | -$9.84K | 0.17% | 111 |
|
|
2019
Q2 | $244K | Sell |
5,221
-437
| -8% | -$20.4K | 0.17% | 110 |
|
|
2019
Q1 | $270K | Buy |
+5,658
| New | +$270K | 0.2% | 95 |
|