OIM
Orca Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35,682
| Closed | -$1.94M | – | 57 |
|
|
2024
Q1 | $1.94M | Sell |
35,682
-1,718
| -5% | -$93.2K | 1.81% | 21 |
|
|
2023
Q4 | $1.92M | Sell |
37,400
-908
| -2% | -$46.6K | 1.84% | 18 |
|
|
2023
Q3 | $2.22M | Sell |
38,308
-695
| -2% | -$40.3K | 2.47% | 12 |
|
|
2023
Q2 | $2.49M | Sell |
39,003
-575
| -1% | -$36.8K | 2.72% | 11 |
|
|
2023
Q1 | $2.74M | Sell |
39,578
-325
| -0.8% | -$22.5K | 3.36% | 6 |
|
|
2022
Q4 | $2.87M | Sell |
39,903
-1,988
| -5% | -$143K | 3.64% | 7 |
|
|
2022
Q3 | $2.98M | Hold |
41,891
| – | – | 3.89% | 5 |
|
|
2022
Q2 | $3.23M | Buy |
41,891
+162
| +0.4% | +$12.5K | 2.98% | 7 |
|
|
2022
Q1 | $3.05M | Buy |
41,729
+50
| +0.1% | +$3.65K | 2.49% | 10 |
|
|
2021
Q4 | $2.6M | Sell |
41,679
-314
| -0.7% | -$19.6K | 2.14% | 14 |
|
|
2021
Q3 | $2.49M | Buy |
41,993
+176
| +0.4% | +$10.4K | 2.17% | 13 |
|
|
2021
Q2 | $2.79M | Sell |
41,817
-240
| -0.6% | -$16K | 2.52% | 10 |
|
|
2021
Q1 | $2.66M | Sell |
42,057
-485
| -1% | -$30.6K | 2.75% | 9 |
|
|
2020
Q4 | $2.64M | Buy |
+42,542
| New | +$2.64M | 2.76% | 7 |
|