Shelter Mutual Insurance’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 | $2.49M | Hold |
53,800
| – | – | 0.58% | 46 |
|
|
2025
Q1 | $3.28M | Hold |
53,800
| – | – | 0.79% | 42 |
|
|
2024
Q4 | $3.04M | Hold |
53,800
| – | – | 0.76% | 42 |
|
|
2024
Q3 | $2.94M | Hold |
53,800
| – | – | 0.7% | 44 |
|
|
2024
Q2 | $2.23M | Hold |
53,800
| – | – | 0.58% | 45 |
|
|
2024
Q1 | $2.92M | Hold |
53,800
| – | – | 0.75% | 41 |
|
|
2023
Q4 | $2.76M | Hold |
53,800
| – | – | 0.76% | 42 |
|
|
2023
Q3 | $3.12M | Hold |
53,800
| – | – | 0.87% | 41 |
|
|
2023
Q2 | $3.44M | Hold |
53,800
| – | – | 0.84% | 42 |
|
|
2023
Q1 | $3.73M | Hold |
53,800
| – | – | 1.04% | 36 |
|
|
2022
Q4 | $3.87M | Hold |
53,800
| – | – | 1.11% | 36 |
|
|
2022
Q3 | $3.83M | Hold |
53,800
| – | – | 1.24% | 34 |
|
|
2022
Q2 | $4.14M | Hold |
53,800
| – | – | 1.26% | 34 |
|
|
2022
Q1 | $3.93M | Hold |
53,800
| – | – | 1.03% | 36 |
|
|
2021
Q4 | $3.35M | Hold |
53,800
| – | – | 0.87% | 39 |
|
|
2021
Q3 | $3.18M | Hold |
53,800
| – | – | 0.9% | 38 |
|
|
2021
Q2 | $3.6M | Hold |
53,800
| – | – | 1% | 38 |
|
|
2021
Q1 | $3.4M | Hold |
53,800
| – | – | 0.95% | 38 |
|
|
2020
Q4 | $3.34M | Buy |
53,800
+30,700
| +133% | +$1.9M | 1.05% | 33 |
|
|
2020
Q3 | $1.39M | Buy |
+23,100
| New | +$1.39M | 0.48% | 44 |
|