Lewis Asset Management’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 | $433K | Buy |
9,348
+3,267
| +54% | +$151K | 0.2% | 117 |
|
|
2025
Q1 | $371K | Sell |
6,081
-395
| -6% | -$24.1K | 0.31% | 81 |
|
|
2024
Q4 | $366K | Sell |
6,476
-739
| -10% | -$41.8K | 0.28% | 91 |
|
|
2024
Q3 | $373K | Buy |
7,215
+662
| +10% | +$34.3K | 0.27% | 90 |
|
|
2024
Q2 | $272K | Buy |
6,553
+1,503
| +30% | +$62.4K | 0.21% | 103 |
|
|
2024
Q1 | $274K | Buy |
+5,050
| New | +$274K | 0.23% | 97 |
|