Sage Mountain 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 | $587K | Buy |
12,670
+4,180
| +49% | +$193K | 0.04% | 218 |
|
|
2025
Q1 | $518K | Buy |
8,490
+527
| +7% | +$32.1K | 0.04% | 215 |
|
|
2024
Q4 | $450K | Buy |
7,963
+2,621
| +49% | +$148K | 0.03% | 228 |
|
|
2024
Q3 | $276K | Buy |
+5,342
| New | +$276K | 0.02% | 303 |
|
|
2024
Q2 | – | Sell |
-4,974
| Closed | -$270K | – | 424 |
|
|
2024
Q1 | $270K | Buy |
+4,974
| New | +$270K | 0.03% | 259 |
|
|
2023
Q4 | – | Sell |
-5,897
| Closed | -$342K | – | 360 |
|
|
2023
Q3 | $342K | Sell |
5,897
-701
| -11% | -$40.7K | 0.05% | 169 |
|
|
2023
Q2 | $422K | Buy |
6,598
+1,061
| +19% | +$67.9K | 0.06% | 133 |
|
|
2023
Q1 | $384K | Buy |
5,537
+1,972
| +55% | +$137K | 0.06% | 132 |
|
|
2022
Q4 | $257K | Buy |
+3,565
| New | +$257K | 0.06% | 125 |
|
|
2022
Q3 | – | Sell |
-3,678
| Closed | -$283K | – | 383 |
|
|
2022
Q2 | $283K | Sell |
3,678
-694
| -16% | -$53.4K | 0.05% | 351 |
|
|
2022
Q1 | $319K | Sell |
4,372
-1,101
| -20% | -$80.3K | 0.05% | 367 |
|
|
2021
Q4 | $341K | Sell |
5,473
-1,337
| -20% | -$83.3K | 0.04% | 411 |
|
|
2021
Q3 | $403K | Sell |
6,810
-2
| -0% | -$118 | 0.06% | 292 |
|
|
2021
Q2 | $455K | Buy |
+6,812
| New | +$455K | 0.08% | 246 |
|