Mendel Money 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 | $538K | Sell |
11,628
-50
| -0.4% | -$2.31K | 0.24% | 95 |
|
|
2025
Q1 | $712K | Buy |
11,678
+85
| +0.7% | +$5.18K | 0.34% | 78 |
|
|
2024
Q4 | $656K | Buy |
11,593
+97
| +0.8% | +$5.49K | 0.29% | 78 |
|
|
2024
Q3 | $595K | Buy |
11,496
+577
| +5% | +$29.9K | 0.26% | 88 |
|
|
2024
Q2 | $453K | Buy |
10,919
+687
| +7% | +$28.5K | 0.21% | 96 |
|
|
2024
Q1 | $555K | Buy |
10,232
+1,122
| +12% | +$60.8K | 0.26% | 82 |
|
|
2023
Q4 | $467K | Buy |
9,110
+280
| +3% | +$14.4K | 0.22% | 88 |
|
|
2023
Q3 | $513K | Buy |
8,830
+2,475
| +39% | +$144K | 0.27% | 74 |
|
|
2023
Q2 | $406K | Buy |
6,355
+43
| +0.7% | +$2.75K | 0.21% | 91 |
|
|
2023
Q1 | $438K | Buy |
6,312
+55
| +0.9% | +$3.81K | 0.24% | 81 |
|
|
2022
Q4 | $450K | Buy |
6,257
+93
| +2% | +$6.69K | 0.26% | 77 |
|
|
2022
Q3 | $438K | Buy |
6,164
+2,120
| +52% | +$151K | 0.27% | 71 |
|
|
2022
Q2 | $311K | Sell |
4,044
-1,979
| -33% | -$152K | 0.19% | 91 |
|
|
2022
Q1 | $440K | Buy |
+6,023
| New | +$440K | 0.21% | 86 |
|