Monument Capital 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
Q1 | – | Sell |
-3,655
| Closed | -$207K | – | 197 |
|
2024
Q4 | $207K | Buy |
+3,655
| New | +$207K | 0.06% | 193 |
|
2023
Q2 | – | Sell |
-5,567
| Closed | -$386K | – | 162 |
|
2023
Q1 | $386K | Sell |
5,567
-1,072
| -16% | -$74.3K | 0.13% | 116 |
|
2022
Q4 | $478K | Buy |
6,639
+2,031
| +44% | +$146K | 0.16% | 102 |
|
2022
Q3 | $328K | Sell |
4,608
-1,162
| -20% | -$82.7K | 0.12% | 120 |
|
2022
Q2 | $444K | Buy |
5,770
+2,276
| +65% | +$175K | 0.17% | 103 |
|
2022
Q1 | $255K | Buy |
+3,494
| New | +$255K | 0.08% | 122 |
|
2021
Q3 | – | Sell |
-3,178
| Closed | -$212K | – | 146 |
|
2021
Q2 | $212K | Buy |
+3,178
| New | +$212K | 0.07% | 137 |
|
2018
Q4 | – | Sell |
-30
| Closed | -$2K | – | 122 |
|
2018
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 235 |
|