Sierra Summit 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 |
-28,822
| Closed | -$1.76M | – | 180 |
|
2025
Q1 | $1.76M | Buy |
28,822
+11,281
| +64% | +$688K | 0.38% | 50 |
|
2024
Q4 | $992K | Buy |
+17,541
| New | +$992K | 0.2% | 69 |
|
2024
Q2 | – | Sell |
-12,567
| Closed | -$682K | – | 145 |
|
2024
Q1 | $682K | Sell |
12,567
-2,152
| -15% | -$117K | 0.19% | 61 |
|
2023
Q4 | $755K | Buy |
+14,719
| New | +$755K | 0.22% | 65 |
|