Lokken Investment Group’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 | $227K | Sell |
4,910
-22
| -0.4% | -$1.02K | 0.09% | 122 |
|
|
2025
Q1 | $301K | Sell |
4,932
-243
| -5% | -$14.8K | 0.13% | 100 |
|
|
2024
Q4 | $293K | Buy |
5,175
+66
| +1% | +$3.73K | 0.13% | 103 |
|
|
2024
Q3 | $264K | Sell |
5,109
-69
| -1% | -$3.57K | 0.11% | 121 |
|
|
2024
Q2 | $215K | Buy |
5,178
+134
| +3% | +$5.57K | 0.1% | 136 |
|
|
2024
Q1 | $274K | Buy |
5,044
+30
| +0.6% | +$1.63K | 0.14% | 111 |
|
|
2023
Q4 | $257K | Buy |
5,014
+4
| +0.1% | +$205 | 0.15% | 108 |
|
|
2023
Q3 | $291K | Buy |
5,010
+45
| +0.9% | +$2.61K | 0.19% | 100 |
|
|
2023
Q2 | $318K | Buy |
4,965
+398
| +9% | +$25.5K | 0.21% | 101 |
|
|
2023
Q1 | $317K | Buy |
4,567
+1,117
| +32% | +$77.4K | 0.24% | 94 |
|
|
2022
Q4 | $248K | Buy |
3,450
+17
| +0.5% | +$1.22K | 0.2% | 100 |
|
|
2022
Q3 | $244K | Buy |
3,433
+17
| +0.5% | +$1.21K | 0.21% | 98 |
|
|
2022
Q2 | $263K | Buy |
3,416
+16
| +0.5% | +$1.23K | 0.21% | 99 |
|
|
2022
Q1 | $256K | Sell |
3,400
-61
| -2% | -$4.59K | 0.2% | 104 |
|
|
2021
Q4 | $216K | Buy |
+3,461
| New | +$216K | 0.15% | 124 |
|