Live Oak Investment Partners’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 | $909K | Sell |
19,631
-417
| -2% | -$19.3K | 0.7% | 37 |
|
|
2025
Q1 | $1.22M | Buy |
+20,048
| New | +$1.22M | 0.96% | 28 |
|
|
2024
Q4 | – | Hold |
0
| – | -$14.7K | – | 30 |
|
|
2024
Q3 | – | Hold |
0
| – | -$11.8K | – | 191 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 189 |
|
|
2023
Q4 | – | Hold |
0
| – | -$16.5K | – | 174 |
|
|
2023
Q3 | – | Hold |
0
| – | -$18.2K | – | 171 |
|
|
2023
Q2 | – | Hold |
0
| – | -$31.5K | – | 176 |
|
|
2023
Q1 | – | Hold |
0
| – | -$32.7K | – | 137 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 136 |
|