Sandy Cove 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 | – | Sell |
-4,079
| Closed | -$249K | – | 133 |
|
|
2025
Q1 | $249K | Buy |
4,079
+255
| +7% | +$15.6K | 0.1% | 109 |
|
|
2024
Q4 | $216K | Buy |
+3,824
| New | +$216K | 0.09% | 119 |
|
|
2024
Q2 | – | Sell |
-4,615
| Closed | -$250K | – | 113 |
|
|
2024
Q1 | $250K | Buy |
4,615
+567
| +14% | +$30.7K | 0.12% | 107 |
|
|
2023
Q4 | $208K | Buy |
4,048
+173
| +4% | +$8.88K | 0.11% | 115 |
|
|
2023
Q3 | $225K | Hold |
3,875
| – | – | 0.13% | 105 |
|
|
2023
Q2 | $248K | Sell |
3,875
-107
| -3% | -$6.84K | 0.14% | 104 |
|
|
2023
Q1 | $276K | Buy |
3,982
+107
| +3% | +$7.42K | 0.2% | 73 |
|
|
2022
Q4 | $279K | Hold |
3,875
| – | – | 0.22% | 63 |
|
|
2022
Q3 | $275K | Hold |
3,875
| – | – | 0.25% | 57 |
|
|
2022
Q2 | $298K | Hold |
3,875
| – | – | 0.27% | 52 |
|
|
2022
Q1 | $283K | Hold |
3,875
| – | – | 0.24% | 58 |
|
|
2021
Q4 | $242K | Buy |
+3,875
| New | +$242K | 0.2% | 67 |
|