Montag & Caldwell’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 | $13.9K | Hold |
300
| – | – | ﹤0.01% | 109 |
|
|
2025
Q1 | $18.3K | Hold |
300
| – | – | ﹤0.01% | 107 |
|
|
2024
Q4 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 113 |
|
|
2017
Q1 | – | Sell |
-1,074,642
| Closed | -$62.8M | – | 88 |
|
|
2016
Q4 | $62.8M | Sell |
1,074,642
-1,390,927
| -56% | -$81.3M | 1.52% | 28 |
|
|
2016
Q3 | $133M | Buy |
2,465,569
+1,337,101
| +118% | +$72.1M | 2.79% | 17 |
|
|
2016
Q2 | $83M | Buy |
+1,128,468
| New | +$83M | 1.69% | 29 |
|