Prudent Man Advisors’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 | $570K | Sell |
12,303
-282
| -2% | -$13.1K | 0.18% | 117 |
|
|
2025
Q1 | $768K | Buy |
12,585
+273
| +2% | +$16.7K | 0.28% | 84 |
|
|
2024
Q4 | $696K | Sell |
12,312
-2,244
| -15% | -$127K | 0.25% | 88 |
|
|
2024
Q3 | $753K | Buy |
14,556
+3,551
| +32% | +$184K | 0.25% | 96 |
|
|
2024
Q2 | $457K | Buy |
11,005
+420
| +4% | +$17.4K | 0.16% | 120 |
|
|
2024
Q1 | $574K | Sell |
10,585
-965
| -8% | -$52.3K | 0.22% | 113 |
|
|
2023
Q4 | $593K | Sell |
11,550
-683
| -6% | -$35K | 0.22% | 103 |
|
|
2023
Q3 | $710K | Hold |
12,233
| – | – | 0.28% | 80 |
|
|
2023
Q2 | $782K | Sell |
12,233
-147
| -1% | -$9.4K | 0.29% | 72 |
|
|
2023
Q1 | $858K | Sell |
12,380
-283
| -2% | -$19.6K | 0.34% | 64 |
|
|
2022
Q4 | $911K | Sell |
12,663
-33
| -0.3% | -$2.37K | 0.37% | 60 |
|
|
2022
Q3 | $903K | Buy |
12,696
+740
| +6% | +$52.6K | 0.43% | 44 |
|
|
2022
Q2 | $921K | Buy |
+11,956
| New | +$921K | 0.43% | 44 |
|