PYA Waltman Capital’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 | – | Sell |
-3,925
| Closed | -$239K | – | 77 |
|
|
2025
Q1 | $239K | Hold |
3,925
| – | – | 0.08% | 69 |
|
|
2024
Q4 | $222K | Hold |
3,925
| – | – | 0.07% | 72 |
|
|
2024
Q3 | $203K | Buy |
+3,925
| New | +$203K | 0.07% | 71 |
|
|
2024
Q2 | – | Sell |
-3,925
| Closed | -$213K | – | 67 |
|
|
2024
Q1 | $213K | Hold |
3,925
| – | – | 0.08% | 63 |
|
|
2023
Q4 | $201K | Hold |
3,925
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $228K | Sell |
3,925
-530
| -12% | -$30.8K | 0.1% | 59 |
|
|
2023
Q2 | $275K | Buy |
4,455
+530
| +14% | +$32.7K | 0.12% | 57 |
|
|
2023
Q1 | $272K | Hold |
3,925
| – | – | 0.14% | 54 |
|
|
2022
Q4 | $282K | Hold |
3,925
| – | – | 0.15% | 50 |
|
|
2022
Q3 | $279K | Hold |
3,925
| – | – | 0.16% | 42 |
|
|
2022
Q2 | $302K | Hold |
3,925
| – | – | 0.17% | 33 |
|
|
2022
Q1 | $287K | Hold |
3,925
| – | – | 0.14% | 35 |
|
|
2021
Q4 | $245K | Buy |
+3,925
| New | +$245K | 0.13% | 37 |
|