Lavaca Capital’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 | $210K | Hold |
4,545
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $277K | Hold |
4,545
| – | – | 0.11% | 80 |
|
|
2024
Q4 | $257K | Hold |
4,545
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $235K | Buy |
+4,545
| New | +$235K | 0.1% | 91 |
|
|
2024
Q2 | – | Sell |
-4,395
| Closed | -$238K | – | 82 |
|
|
2024
Q1 | $238K | Buy |
4,395
+295
| +7% | +$16K | 0.14% | 65 |
|
|
2023
Q4 | $210K | Sell |
4,100
-120
| -3% | -$6.16K | 0.12% | 83 |
|
|
2023
Q3 | $245K | Sell |
4,220
-181
| -4% | -$10.5K | 0.08% | 124 |
|
|
2023
Q2 | $281K | Sell |
4,401
-752
| -15% | -$48.1K | 0.08% | 129 |
|
|
2023
Q1 | $361K | Sell |
5,153
-300
| -6% | -$21K | 0.08% | 128 |
|
|
2022
Q4 | $398K | Sell |
5,453
-127
| -2% | -$9.27K | 0.12% | 116 |
|
|
2022
Q3 | $400K | Buy |
5,580
+300
| +6% | +$21.5K | 0.14% | 88 |
|
|
2022
Q2 | $405K | Sell |
5,280
-105
| -2% | -$8.05K | 0.06% | 91 |
|
|
2022
Q1 | $393K | Buy |
+5,385
| New | +$393K | 0.04% | 95 |
|
|
2021
Q2 | – | Sell |
-5,673
| Closed | -$358K | – | 120 |
|
|
2021
Q1 | $358K | Sell |
5,673
-2,650
| -32% | -$167K | 0.03% | 85 |
|
|
2020
Q4 | $516K | Sell |
8,323
-11
| -0.1% | -$682 | 0.07% | 58 |
|
|
2020
Q3 | $502K | Buy |
+8,334
| New | +$502K | 0.08% | 55 |
|
|
2020
Q1 | – | Sell |
-5,099
| Closed | -$327K | – | 78 |
|
|
2019
Q4 | $327K | Sell |
5,099
-476
| -9% | -$30.5K | 0.25% | 56 |
|
|
2019
Q3 | $283K | Buy |
+5,575
| New | +$283K | 0.21% | 65 |
|
|
2019
Q2 | – | Sell |
-4,294
| Closed | -$205K | – | 119 |
|
|
2019
Q1 | $205K | Buy |
4,294
+1,852
| +76% | +$88.4K | 0.17% | 68 |
|
|
2018
Q4 | $127K | Buy |
+2,442
| New | +$127K | 0.13% | 78 |
|