SKBA Capital Management’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 |
-3,700
| Closed | -$226K | – | 85 |
|
2025
Q1 | $226K | Hold |
3,700
| – | – | 0.03% | 85 |
|
2024
Q4 | $209K | Buy |
+3,700
| New | +$209K | 0.03% | 76 |
|
2024
Q2 | – | Sell |
-3,700
| Closed | -$201K | – | 75 |
|
2024
Q1 | $201K | Buy |
+3,700
| New | +$201K | 0.03% | 75 |
|
2023
Q4 | – | Sell |
-3,700
| Closed | -$215K | – | 78 |
|
2023
Q3 | $215K | Hold |
3,700
| – | – | 0.04% | 75 |
|
2023
Q2 | $237K | Hold |
3,700
| – | – | 0.04% | 75 |
|
2023
Q1 | $256K | Hold |
3,700
| – | – | 0.05% | 72 |
|
2022
Q4 | $266K | Hold |
3,700
| – | – | 0.05% | 68 |
|
2022
Q3 | $263K | Hold |
3,700
| – | – | 0.06% | 67 |
|
2022
Q2 | $285K | Hold |
3,700
| – | – | 0.06% | 67 |
|
2022
Q1 | $270K | Sell |
3,700
-500
| -12% | -$36.5K | 0.05% | 74 |
|
2021
Q4 | $262K | Hold |
4,200
| – | – | 0.05% | 77 |
|
2021
Q3 | $249K | Hold |
4,200
| – | – | 0.05% | 74 |
|
2021
Q2 | $281K | Hold |
4,200
| – | – | 0.06% | 70 |
|
2021
Q1 | $265K | Buy |
4,200
+500
| +14% | +$31.5K | 0.04% | 72 |
|
2020
Q4 | $230K | Buy |
+3,700
| New | +$230K | 0.04% | 71 |
|