Lion Street Advisors’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 | $573K | Sell |
12,369
-117
| -0.9% | -$5.42K | 0.17% | 128 |
|
|
2025
Q1 | $762K | Sell |
12,486
-149
| -1% | -$9.09K | 0.24% | 90 |
|
|
2024
Q4 | $715K | Buy |
12,635
+727
| +6% | +$41.1K | 0.23% | 95 |
|
|
2024
Q3 | $616K | Sell |
11,908
-355
| -3% | -$18.4K | 0.21% | 105 |
|
|
2024
Q2 | $509K | Buy |
12,263
+1,135
| +10% | +$47.1K | 0.19% | 113 |
|
|
2024
Q1 | $571K | Hold |
11,128
| – | – | 0.23% | 97 |
|
|
2023
Q4 | $571K | Sell |
11,128
-678
| -6% | -$34.8K | 0.23% | 96 |
|
|
2023
Q3 | $685K | Sell |
11,806
-3,536
| -23% | -$205K | 0.22% | 91 |
|
|
2023
Q2 | $896K | Buy |
15,342
+3,232
| +27% | +$189K | 0.3% | 65 |
|
|
2023
Q1 | $839K | Sell |
12,110
-575
| -5% | -$39.9K | 0.26% | 71 |
|
|
2022
Q4 | $741K | Buy |
12,685
+1,828
| +17% | +$107K | 0.39% | 40 |
|
|
2022
Q3 | $769K | Sell |
10,857
-1,828
| -14% | -$129K | 0.38% | 34 |
|
|
2022
Q2 | $741K | Buy |
12,685
+1,355
| +12% | +$79.2K | 0.39% | 40 |
|
|
2022
Q1 | $821K | Sell |
11,330
-1,527
| -12% | -$111K | 0.42% | 32 |
|
|
2021
Q4 | $799K | Buy |
12,857
+272
| +2% | +$16.9K | 0.39% | 38 |
|
|
2021
Q3 | $742K | Buy |
+12,585
| New | +$742K | 0.4% | 37 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$11K | – | 76 |
|
|
2020
Q1 | $11K | Buy |
+200
| New | +$11K | 0.06% | 147 |
|