Slocum, Gordon & Co’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 | $169K | Sell |
3,646
-1,000
| -22% | -$46.3K | 0.14% | 62 |
|
|
2025
Q1 | $283K | Sell |
4,646
-208
| -4% | -$12.7K | 0.21% | 45 |
|
|
2024
Q4 | $275K | Hold |
4,854
| – | – | 0.23% | 48 |
|
|
2024
Q3 | $251K | Hold |
4,854
| – | – | 0.1% | 52 |
|
|
2024
Q2 | $202K | Buy |
4,854
+360
| +8% | +$15K | 0.15% | 51 |
|
|
2024
Q1 | $244K | Hold |
4,494
| – | – | 0.18% | 51 |
|
|
2023
Q4 | $231K | Buy |
4,494
+800
| +22% | +$41K | 0.2% | 49 |
|
|
2023
Q3 | $214K | Hold |
3,694
| – | – | 0.19% | 49 |
|
|
2023
Q2 | $236K | Buy |
3,694
+190
| +5% | +$12.2K | 0.17% | 45 |
|
|
2023
Q1 | $243K | Buy |
3,504
+1,257
| +56% | +$87.1K | 0.2% | 44 |
|
|
2022
Q4 | $162K | Buy |
+2,247
| New | +$162K | 0.1% | 52 |
|