Poehling Capital Management’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 | $2.65M | Sell |
57,260
-40
| -0.1% | -$1.85K | 0.62% | 45 |
|
|
2025
Q1 | $3.49M | Buy |
57,300
+196
| +0.3% | +$12K | 0.88% | 34 |
|
|
2024
Q4 | $3.23M | Sell |
57,104
-34
| -0.1% | -$1.92K | 0.79% | 36 |
|
|
2024
Q3 | $2.96M | Buy |
57,138
+1,458
| +3% | +$75.4K | 0.76% | 43 |
|
|
2024
Q2 | $2.31M | Sell |
55,680
-33,890
| -38% | -$1.41M | 0.63% | 49 |
|
|
2024
Q1 | $5.89M | Buy |
89,570
+758
| +0.9% | +$49.8K | 1.58% | 20 |
|
|
2023
Q4 | $5.56M | Sell |
88,812
-165
| -0.2% | -$10.3K | 1.76% | 18 |
|
|
2023
Q3 | $6.03M | Buy |
88,977
+26,067
| +41% | +$1.77M | 2.11% | 14 |
|
|
2023
Q2 | $5.72M | Buy |
62,910
+1,311
| +2% | +$119K | 1.93% | 17 |
|
|
2023
Q1 | $6.11M | Buy |
61,599
+17,237
| +39% | +$1.71M | 2.06% | 14 |
|
|
2022
Q4 | $6.04M | Sell |
44,362
-250
| -0.6% | -$34K | 2.26% | 11 |
|
|
2022
Q3 | $4.54M | Buy |
44,612
+40,120
| +893% | +$4.08M | 1.9% | 19 |
|
|
2022
Q2 | $346K | Sell |
4,492
-31,804
| -88% | -$2.45M | 0.13% | 85 |
|
|
2022
Q1 | $2.65M | Buy |
36,296
+349
| +1% | +$25.5K | 0.82% | 38 |
|
|
2021
Q4 | $2.24M | Buy |
35,947
+6,684
| +23% | +$417K | 0.72% | 46 |
|
|
2021
Q3 | $1.73M | Buy |
29,263
+788
| +3% | +$46.6K | 0.58% | 57 |
|
|
2021
Q2 | $1.9M | Buy |
28,475
+1,255
| +5% | +$83.9K | 0.61% | 59 |
|
|
2021
Q1 | $1.72M | Buy |
27,220
+10,511
| +63% | +$663K | 0.6% | 57 |
|
|
2020
Q4 | $1.04M | Buy |
16,709
+4,269
| +34% | +$265K | 0.41% | 78 |
|
|
2020
Q3 | $750K | Buy |
+12,440
| New | +$750K | 0.39% | 74 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 122 |
|
|
2018
Q2 | $6K | Sell |
100
-440
| -81% | -$26.4K | 0.01% | 248 |
|
|
2018
Q1 | $34K | Buy |
540
+100
| +23% | +$6.3K | 0.03% | 170 |
|
|
2017
Q4 | $27K | Buy |
+440
| New | +$27K | 0.02% | 174 |
|