Mechanics Financial Corp’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 | $208K | Hold |
4,500
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $274K | Hold |
4,500
| – | – | 0.12% | 97 |
|
|
2024
Q4 | $255K | Hold |
4,500
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $233K | Hold |
4,500
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $187K | Hold |
4,500
| – | – | 0.1% | 117 |
|
|
2024
Q1 | $244K | Hold |
4,500
| – | – | 0.13% | 104 |
|
|
2023
Q4 | $231K | Hold |
4,500
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $261K | Hold |
4,500
| – | – | 0.14% | 89 |
|
|
2023
Q2 | $288K | Sell |
4,500
-1,273
| -22% | -$81.4K | 0.16% | 93 |
|
|
2023
Q1 | $400K | Sell |
5,773
-1,273
| -18% | -$88.2K | 0.23% | 79 |
|
|
2022
Q4 | $507K | Buy |
7,046
+2,146
| +44% | +$154K | 0.3% | 63 |
|
|
2022
Q3 | $348K | Sell |
4,900
-165
| -3% | -$11.7K | 0.23% | 81 |
|
|
2022
Q2 | $390K | Hold |
5,065
| – | – | 0.23% | 73 |
|
|
2022
Q1 | $370K | Hold |
5,065
| – | – | 0.19% | 85 |
|
|
2021
Q4 | $316K | Buy |
+5,065
| New | +$316K | 0.15% | 97 |
|