Little House 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 | $1.16M | Buy |
25,028
+6,009
| +32% | +$278K | 0.29% | 75 |
|
2025
Q1 | $1.16M | Buy |
+19,019
| New | +$1.16M | 0.32% | 72 |
|
2024
Q3 | – | Sell |
-5,341
| Closed | -$222K | – | 114 |
|
2024
Q2 | $222K | Sell |
5,341
-12,930
| -71% | -$537K | 0.07% | 111 |
|
2024
Q1 | $991K | Buy |
18,271
+4,548
| +33% | +$247K | 0.33% | 77 |
|
2023
Q4 | $704K | Sell |
13,723
-1,475
| -10% | -$75.7K | 0.26% | 84 |
|
2023
Q3 | $882K | Buy |
15,198
+1,414
| +10% | +$82.1K | 0.36% | 74 |
|
2023
Q2 | $881K | Buy |
13,784
+1,203
| +10% | +$76.9K | 0.37% | 78 |
|
2023
Q1 | $872K | Sell |
12,581
-30
| -0.2% | -$2.08K | 0.41% | 70 |
|
2022
Q4 | $907K | Buy |
12,611
+2,207
| +21% | +$159K | 0.45% | 58 |
|
2022
Q3 | $740K | Buy |
10,404
+953
| +10% | +$67.8K | 0.39% | 68 |
|
2022
Q2 | $728K | Sell |
9,451
-371
| -4% | -$28.6K | 0.39% | 70 |
|
2022
Q1 | $717K | Sell |
9,822
-1,633
| -14% | -$119K | 0.37% | 76 |
|
2021
Q4 | $714K | Sell |
11,455
-312
| -3% | -$19.4K | 0.38% | 83 |
|
2021
Q3 | $696K | Buy |
11,767
+2,332
| +25% | +$138K | 0.41% | 76 |
|
2021
Q2 | $630K | Buy |
+9,435
| New | +$630K | 0.34% | 88 |
|
2021
Q1 | – | Sell |
-7,592
| Closed | -$470K | – | 110 |
|
2020
Q4 | $470K | Buy |
+7,592
| New | +$470K | 0.35% | 70 |
|
2019
Q2 | – | Sell |
-1,261
| Closed | -$60K | – | 123 |
|
2019
Q1 | $60K | Buy |
+1,261
| New | +$60K | 0.05% | 156 |
|