SAM
Satovsky Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
5,171
+63
| +1% | +$2.92K | 0.05% | 50 |
|
|
2025
Q1 | $312K | Sell |
5,108
-264
| -5% | -$16.1K | 0.07% | 38 |
|
|
2024
Q4 | $304K | Buy |
5,372
+57
| +1% | +$3.22K | 0.07% | 33 |
|
|
2024
Q3 | $275K | Buy |
5,315
+66
| +1% | +$3.42K | 0.06% | 37 |
|
|
2024
Q2 | $218K | Buy |
5,249
+69
| +1% | +$2.87K | 0.05% | 46 |
|
|
2024
Q1 | $281K | Sell |
5,180
-938
| -15% | -$50.9K | 0.08% | 33 |
|
|
2023
Q4 | $314K | Buy |
6,118
+57
| +0.9% | +$2.93K | 0.1% | 31 |
|
|
2023
Q3 | $352K | Buy |
6,061
+47
| +0.8% | +$2.73K | 0.12% | 28 |
|
|
2023
Q2 | $385K | Buy |
6,014
+141
| +2% | +$9.02K | 0.13% | 28 |
|
|
2023
Q1 | $407K | Buy |
5,873
+1,038
| +21% | +$71.9K | 0.15% | 26 |
|
|
2022
Q4 | $348K | Buy |
4,835
+34
| +0.7% | +$2.45K | 0.14% | 26 |
|
|
2022
Q3 | $341K | Buy |
4,801
+35
| +0.7% | +$2.49K | 0.2% | 23 |
|
|
2022
Q2 | $367K | Buy |
4,766
+33
| +0.7% | +$2.54K | 0.21% | 22 |
|
|
2022
Q1 | $346K | Buy |
4,733
+39
| +0.8% | +$2.85K | 0.23% | 23 |
|
|
2021
Q4 | $293K | Buy |
4,694
+40
| +0.9% | +$2.5K | 0.2% | 24 |
|
|
2021
Q3 | $275K | Buy |
4,654
+33
| +0.7% | +$1.95K | 0.21% | 23 |
|
|
2021
Q2 | $309K | Buy |
+4,621
| New | +$309K | 0.24% | 22 |
|