Orca Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% -$87.5K 1.81% 21
2023
Q4
$1.92M Sell
37,400
-908
-2% -$47.7K 1.84% 18
2023
Q3
$2.22M Sell
38,308
-695
-2% -$42.6K 2.47% 12
2023
Q2
$2.49M Sell
39,003
-575
-1% -$38.6K 2.72% 11
2023
Q1
$2.74M Sell
39,578
-325
-0.8% -$22.9K 3.36% 6
2022
Q4
$2.87M Sell
39,903
-1,988
-5% -$150K 3.64% 7
2022
Q3
$2.98M Hold
41,891
3.89% 5
2022
Q2
$3.23M Buy
41,891
+162
+0.4% +$12.3K 2.98% 7
2022
Q1
$3.05M Buy
41,729
+50
+0.1% +$3.36K 2.49% 10
2021
Q4
$2.6M Sell
41,679
-314
-0.7% -$18.4K 2.14% 14
2021
Q3
$2.48M Buy
41,993
+176
+0.4% +$11.6K 2.17% 13
2021
Q2
$2.79M Sell
41,817
-240
-0.6% -$15.6K 2.52% 10
2021
Q1
$2.65M Sell
42,057
-485
-1% -$30.2K 2.75% 9
2020
Q4
$2.64M Buy
+42,542
New +$2.62M 2.76% 7

Other funds holding BMY