MSH Capital Advisors’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 | $362K | Sell |
7,811
-1,136
| -13% | -$52.6K | 0.1% | 184 |
|
|
2025
Q1 | $546K | Sell |
8,947
-497
| -5% | -$30.3K | 0.17% | 136 |
|
|
2024
Q4 | $534K | Sell |
9,444
-2,190
| -19% | -$124K | 0.17% | 143 |
|
|
2024
Q3 | $602K | Sell |
11,634
-323
| -3% | -$16.7K | 0.18% | 127 |
|
|
2024
Q2 | $497K | Sell |
11,957
-3,356
| -22% | -$139K | 0.17% | 135 |
|
|
2024
Q1 | $830K | Sell |
15,313
-800
| -5% | -$43.4K | 0.29% | 93 |
|
|
2023
Q4 | $827K | Sell |
16,113
-1,232
| -7% | -$63.2K | 0.31% | 93 |
|
|
2023
Q3 | $1.01M | Sell |
17,345
-464
| -3% | -$26.9K | 0.39% | 78 |
|
|
2023
Q2 | $1.14M | Buy |
17,809
+242
| +1% | +$15.5K | 0.42% | 77 |
|
|
2023
Q1 | $1.22M | Buy |
17,567
+927
| +6% | +$64.3K | 0.52% | 66 |
|
|
2022
Q4 | $1.2M | Sell |
16,640
-13,866
| -45% | -$998K | 0.54% | 65 |
|
|
2022
Q3 | $2.17M | Buy |
30,506
+66
| +0.2% | +$4.69K | 1.07% | 20 |
|
|
2022
Q2 | $2.34M | Sell |
30,440
-2,981
| -9% | -$230K | 1.09% | 23 |
|
|
2022
Q1 | $2.44M | Buy |
33,421
+876
| +3% | +$64K | 1.01% | 24 |
|
|
2021
Q4 | $2.03M | Buy |
+32,545
| New | +$2.03M | 0.91% | 33 |
|