O'Rourke & Company’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 | $408K | Buy |
8,821
+77
| +0.9% | +$3.56K | 0.19% | 105 |
|
|
2025
Q1 | $533K | Buy |
8,744
+1,083
| +14% | +$66.1K | 0.26% | 81 |
|
|
2024
Q4 | $433K | Buy |
7,661
+158
| +2% | +$8.94K | 0.21% | 96 |
|
|
2024
Q3 | $388K | Buy |
7,503
+1,702
| +29% | +$88.1K | 0.19% | 102 |
|
|
2024
Q2 | $241K | Buy |
+5,801
| New | +$241K | 0.14% | 133 |
|
|
2023
Q4 | – | Sell |
-6,688
| Closed | -$388K | – | 139 |
|
|
2023
Q3 | $388K | Sell |
6,688
-523
| -7% | -$30.3K | 0.28% | 72 |
|
|
2023
Q2 | $461K | Sell |
7,211
-1,038
| -13% | -$66.4K | 0.32% | 67 |
|
|
2023
Q1 | $572K | Sell |
8,249
-758
| -8% | -$52.6K | 0.44% | 57 |
|
|
2022
Q4 | $648K | Buy |
9,007
+216
| +2% | +$15.5K | 0.51% | 53 |
|
|
2022
Q3 | $625K | Sell |
8,791
-1,550
| -15% | -$110K | 0.55% | 48 |
|
|
2022
Q2 | $796K | Sell |
10,341
-4,744
| -31% | -$365K | 0.68% | 41 |
|
|
2022
Q1 | $1.1M | Sell |
15,085
-3,200
| -18% | -$234K | 0.76% | 34 |
|
|
2021
Q4 | $1.14M | Buy |
+18,285
| New | +$1.14M | 0.76% | 33 |
|