Sonora Investment Management Group’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 |
-4,647
| Closed | -$283K | – | 305 |
|
|
2025
Q1 | $283K | Buy |
4,647
+132
| +3% | +$8.05K | 0.02% | 227 |
|
|
2024
Q4 | $255K | Sell |
4,515
-1,245
| -22% | -$70.4K | 0.02% | 236 |
|
|
2024
Q3 | $298K | Sell |
5,760
-3,572
| -38% | -$185K | 0.02% | 221 |
|
|
2024
Q2 | $506K | Hold |
9,332
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $506K | Buy |
9,332
+523
| +6% | +$28.4K | 0.04% | 173 |
|
|
2023
Q4 | $452K | Buy |
8,809
+1,753
| +25% | +$89.9K | 0.04% | 172 |
|
|
2023
Q3 | $410K | Sell |
7,056
-184
| -3% | -$10.7K | 0.04% | 176 |
|
|
2023
Q2 | $463K | Buy |
7,240
+241
| +3% | +$15.4K | 0.04% | 164 |
|
|
2023
Q1 | $485K | Sell |
6,999
-537
| -7% | -$37.2K | 0.04% | 158 |
|
|
2022
Q4 | $542K | Buy |
7,536
+285
| +4% | +$20.5K | 0.05% | 155 |
|
|
2022
Q3 | $558K | Hold |
7,251
| – | – | 0.07% | 122 |
|
|
2022
Q2 | $558K | Buy |
7,251
+1,451
| +25% | +$112K | 0.05% | 153 |
|
|
2022
Q1 | $423K | Buy |
5,800
+325
| +6% | +$23.7K | 0.05% | 143 |
|
|
2021
Q4 | $341K | Buy |
+5,475
| New | +$341K | 0.04% | 163 |
|