PAIM
Punch & Associates Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,247
| Closed | -$218K | – | 184 |
|
|
2023
Q4 | $218K | Hold |
4,247
| – | – | 0.01% | 203 |
|
|
2023
Q3 | $246K | Buy |
4,247
+1,047
| +33% | +$60.8K | 0.02% | 191 |
|
|
2023
Q2 | $205K | Hold |
3,200
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $222K | Hold |
3,200
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $230K | Hold |
3,200
| – | – | 0.01% | 198 |
|
|
2022
Q3 | $227K | Hold |
3,200
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $246K | Sell |
3,200
-56
| -2% | -$4.31K | 0.02% | 203 |
|
|
2022
Q1 | $238K | Buy |
3,256
+56
| +2% | +$4.09K | 0.01% | 205 |
|
|
2021
Q4 | $200K | Buy |
+3,200
| New | +$200K | 0.01% | 216 |
|
|
2021
Q3 | – | Sell |
-3,200
| Closed | -$214K | – | 242 |
|
|
2021
Q2 | $214K | Hold |
3,200
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $202K | Buy |
+3,200
| New | +$202K | 0.01% | 223 |
|