LRI Investments’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 | $162K | Sell |
3,497
-2,130
| -38% | -$98.6K | 0.01% | 331 |
|
|
2025
Q1 | $343K | Buy |
5,627
+1,437
| +34% | +$87.6K | 0.03% | 202 |
|
|
2024
Q4 | $237K | Hold |
4,190
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $245K | Buy |
4,190
+1,548
| +59% | +$90.6K | 0.02% | 231 |
|
|
2024
Q2 | $110K | Sell |
2,642
-257
| -9% | -$10.7K | 0.01% | 365 |
|
|
2024
Q1 | $157K | Buy |
+2,899
| New | +$157K | 0.04% | 148 |
|