Morningstar Investment 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 | $637K | Buy |
13,764
+2,573
| +23% | +$119K | 0.06% | 101 |
|
|
2025
Q1 | $683K | Sell |
11,191
-8,775
| -44% | -$536K | 0.06% | 58 |
|
|
2024
Q4 | $1.13M | Sell |
19,966
-1,527
| -7% | -$86.3K | 0.09% | 62 |
|
|
2024
Q3 | $1.13M | Sell |
21,493
-1,178
| -5% | -$62K | 0.11% | 77 |
|
|
2024
Q2 | $942K | Buy |
22,671
+716
| +3% | +$29.8K | 0.1% | 87 |
|
|
2024
Q1 | $1.19M | Hold |
21,955
| – | – | 0.13% | 73 |
|
|
2023
Q4 | $1.13M | Buy |
21,955
+14,606
| +199% | +$750K | 0.13% | 73 |
|
|
2023
Q3 | $427K | Buy |
7,349
+1,035
| +16% | +$60.1K | 0.06% | 107 |
|
|
2023
Q2 | $404K | Hold |
6,314
| – | – | 0.05% | 111 |
|
|
2023
Q1 | $438K | Buy |
6,314
+712
| +13% | +$49.4K | 0.06% | 60 |
|
|
2022
Q4 | $403K | Buy |
+5,602
| New | +$403K | 0.07% | 64 |
|