PAM
Peak Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
37,505
-634
| -2% | -$29.3K | 0.32% | 60 |
|
|
2025
Q1 | $2.33M | Buy |
38,139
+375
| +1% | +$22.9K | 0.44% | 46 |
|
|
2024
Q4 | $2.14M | Hold |
37,764
| – | – | 0.4% | 50 |
|
|
2024
Q3 | $1.95M | Sell |
37,764
-250
| -0.7% | -$12.9K | 0.37% | 55 |
|
|
2024
Q2 | $1.58M | Sell |
38,014
-1,740
| -4% | -$72.3K | 0.31% | 63 |
|
|
2024
Q1 | $2.16M | Sell |
39,754
-13,554
| -25% | -$735K | 0.43% | 51 |
|
|
2023
Q4 | $2.74M | Sell |
53,308
-1,856
| -3% | -$95.2K | 0.6% | 42 |
|
|
2023
Q3 | $3.2M | Buy |
55,164
+2,421
| +5% | +$141K | 0.77% | 35 |
|
|
2023
Q2 | $3.37M | Buy |
52,743
+4,248
| +9% | +$272K | 0.78% | 33 |
|
|
2023
Q1 | $3.36M | Sell |
48,495
-280
| -0.6% | -$19.4K | 0.82% | 31 |
|
|
2022
Q4 | $3.51M | Sell |
48,775
-1,845
| -4% | -$133K | 0.92% | 29 |
|
|
2022
Q3 | $3.6M | Sell |
50,620
-901
| -2% | -$64.1K | 1.02% | 28 |
|
|
2022
Q2 | $3.97M | Sell |
51,521
-889
| -2% | -$68.5K | 1.09% | 28 |
|
|
2022
Q1 | $3.83M | Sell |
52,410
-33
| -0.1% | -$2.41K | 0.89% | 32 |
|
|
2021
Q4 | $3.27M | Buy |
52,443
+2,831
| +6% | +$177K | 0.75% | 34 |
|
|
2021
Q3 | $2.94M | Buy |
49,612
+6,385
| +15% | +$378K | 0.72% | 36 |
|
|
2021
Q2 | $2.89M | Buy |
43,227
+1,967
| +5% | +$131K | 0.72% | 37 |
|
|
2021
Q1 | $2.61M | Buy |
41,260
+7,005
| +20% | +$442K | 0.63% | 39 |
|
|
2020
Q4 | $2.13M | Buy |
34,255
+1,952
| +6% | +$121K | 0.56% | 42 |
|
|
2020
Q3 | $1.95M | Buy |
32,303
+75
| +0.2% | +$4.52K | 0.58% | 39 |
|
|
2020
Q2 | $1.9M | Sell |
32,228
-397
| -1% | -$23.3K | 0.6% | 36 |
|
|
2020
Q1 | $1.82M | Buy |
32,625
+2,954
| +10% | +$165K | 0.7% | 35 |
|
|
2019
Q4 | $1.91M | Buy |
29,671
+796
| +3% | +$51.1K | 0.58% | 37 |
|
|
2019
Q3 | $1.46M | Buy |
28,875
+4,405
| +18% | +$223K | 0.48% | 41 |
|
|
2019
Q2 | $1.11M | Buy |
24,470
+2,134
| +10% | +$96.8K | 0.36% | 53 |
|
|
2019
Q1 | $1.07M | Buy |
22,336
+7,110
| +47% | +$339K | 0.36% | 54 |
|
|
2018
Q4 | $791K | Buy |
15,226
+71
| +0.5% | +$3.69K | 0.3% | 62 |
|
|
2018
Q3 | $941K | Sell |
15,155
-340
| -2% | -$21.1K | 0.32% | 58 |
|
|
2018
Q2 | $857K | Buy |
15,495
+988
| +7% | +$54.6K | 0.31% | 56 |
|
|
2018
Q1 | $918K | Buy |
14,507
+933
| +7% | +$59K | 0.34% | 52 |
|
|
2017
Q4 | $832K | Sell |
13,574
-467
| -3% | -$28.6K | 0.3% | 56 |
|
|
2017
Q3 | $895K | Sell |
14,041
-617
| -4% | -$39.3K | 0.32% | 60 |
|
|
2017
Q2 | $817K | Buy |
14,658
+877
| +6% | +$48.9K | 0.3% | 59 |
|
|
2017
Q1 | $749K | Buy |
13,781
+68
| +0.5% | +$3.7K | 0.28% | 66 |
|
|
2016
Q4 | $801K | Buy |
13,713
+2,919
| +27% | +$171K | 0.32% | 63 |
|
|
2016
Q3 | $582K | Buy |
10,794
+2,163
| +25% | +$117K | 0.24% | 79 |
|
|
2016
Q2 | $635K | Hold |
8,631
| – | – | 0.28% | 68 |
|
|
2016
Q1 | $551K | Hold |
8,631
| – | – | 0.26% | 74 |
|
|
2015
Q4 | $594K | Sell |
8,631
-60
| -0.7% | -$4.13K | 0.29% | 57 |
|
|
2015
Q3 | $515K | Sell |
8,691
-430
| -5% | -$25.5K | 0.27% | 62 |
|
|
2015
Q2 | $607K | Sell |
9,121
-350
| -4% | -$23.3K | 0.32% | 59 |
|
|
2015
Q1 | $611K | Sell |
9,471
-485
| -5% | -$31.3K | 0.3% | 59 |
|
|
2014
Q4 | $588K | Buy |
+9,956
| New | +$588K | 0.31% | 59 |
|