Oak Harvest Investment Services’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 | $7.78M | Buy |
168,043
+8,692
| +5% | +$402K | 0.97% | 34 |
|
|
2025
Q1 | $9.72M | Buy |
159,351
+53,754
| +51% | +$3.28M | 1.36% | 23 |
|
|
2024
Q4 | $5.97M | Buy |
105,597
+818
| +0.8% | +$46.3K | 0.83% | 46 |
|
|
2024
Q3 | $5.42M | Buy |
+104,779
| New | +$5.42M | 0.78% | 49 |
|
|
2023
Q3 | – | Sell |
-3,674
| Closed | -$235K | – | 108 |
|
|
2023
Q2 | $235K | Sell |
3,674
-222
| -6% | -$14.2K | 0.05% | 103 |
|
|
2023
Q1 | $270K | Sell |
3,896
-656
| -14% | -$45.5K | 0.06% | 96 |
|
|
2022
Q4 | $328K | Sell |
4,552
-149
| -3% | -$10.7K | 0.09% | 79 |
|
|
2022
Q3 | $334K | Sell |
4,701
-53
| -1% | -$3.77K | 0.09% | 76 |
|
|
2022
Q2 | $366K | Buy |
4,754
+113
| +2% | +$8.7K | 0.1% | 70 |
|
|
2022
Q1 | $339K | Sell |
4,641
-920
| -17% | -$67.2K | 0.08% | 71 |
|
|
2021
Q4 | $347K | Buy |
5,561
+171
| +3% | +$10.7K | 0.09% | 71 |
|
|
2021
Q3 | $319K | Sell |
5,390
-626
| -10% | -$37K | 0.09% | 70 |
|
|
2021
Q2 | $402K | Sell |
6,016
-38,461
| -86% | -$2.57M | 0.13% | 65 |
|
|
2021
Q1 | $2.81M | Buy |
44,477
+5,627
| +14% | +$355K | 1.07% | 40 |
|
|
2020
Q4 | $2.41M | Buy |
+38,850
| New | +$2.41M | 1.03% | 41 |
|