Lodestar Private 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 | – | Sell |
-5,093
| Closed | -$311K | – | 223 |
|
|
2025
Q1 | $311K | Buy |
5,093
+545
| +12% | +$33.2K | 0.04% | 174 |
|
|
2024
Q4 | $257K | Buy |
+4,548
| New | +$257K | 0.03% | 192 |
|
|
2024
Q2 | – | Sell |
-4,654
| Closed | -$252K | – | 208 |
|
|
2024
Q1 | $252K | Buy |
4,654
+404
| +10% | +$21.9K | 0.04% | 188 |
|
|
2023
Q4 | $218K | Sell |
4,250
-330
| -7% | -$16.9K | 0.03% | 194 |
|
|
2023
Q3 | $266K | Sell |
4,580
-205
| -4% | -$11.9K | 0.05% | 167 |
|
|
2023
Q2 | $306K | Sell |
4,785
-147
| -3% | -$9.4K | 0.05% | 160 |
|
|
2023
Q1 | $342K | Buy |
4,932
+5
| +0.1% | +$347 | 0.06% | 148 |
|
|
2022
Q4 | $354K | Buy |
+4,927
| New | +$354K | 0.07% | 142 |
|