Regatta Capital Group’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 |
-6,145
| Closed | -$375K | – | 211 |
|
|
2025
Q1 | $375K | Buy |
6,145
+54
| +0.9% | +$3.29K | 0.07% | 143 |
|
|
2024
Q4 | $345K | Hold |
6,091
| – | – | 0.07% | 145 |
|
|
2024
Q3 | $315K | Hold |
6,091
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $253K | Sell |
6,091
-1,154
| -16% | -$47.9K | 0.05% | 161 |
|
|
2024
Q1 | $393K | Buy |
7,245
+274
| +4% | +$14.9K | 0.09% | 136 |
|
|
2023
Q4 | $358K | Sell |
6,971
-640
| -8% | -$32.8K | 0.09% | 130 |
|
|
2023
Q3 | $442K | Sell |
7,611
-6
| -0.1% | -$348 | 0.14% | 105 |
|
|
2023
Q2 | $487K | Hold |
7,617
| – | – | 0.15% | 104 |
|
|
2023
Q1 | $548K | Hold |
7,617
| – | – | 0.2% | 97 |
|
|
2022
Q4 | $548K | Buy |
7,617
+6
| +0.1% | +$432 | 0.2% | 97 |
|
|
2022
Q3 | $586K | Buy |
7,611
+271
| +4% | +$20.9K | 0.24% | 90 |
|
|
2022
Q2 | $565K | Sell |
7,340
-271
| -4% | -$20.9K | 0.27% | 82 |
|
|
2022
Q1 | $556K | Sell |
7,611
-300
| -4% | -$21.9K | 0.19% | 97 |
|
|
2021
Q4 | $493K | Buy |
+7,911
| New | +$493K | 0.17% | 104 |
|