Spirit of America Management Corp’s Bristol-Myers Squibb BMY Stock Holding History

Spirit of America Management Corp’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Hold	4,500	–	–	0.04%	241
2025 Q1	$274K	Sell	4,500 -500	-10%	-$30.5K	0.06%	227
2024 Q4	$283K	Sell	5,000 -2,500	-33%	-$141K	0.06%	218
2024 Q3	$388K	Sell	7,500 -8,150	-52%	-$422K	0.08%	194
2024 Q2	$650K	Sell	15,650 -1,000	-6%	-$41.5K	0.13%	135
2024 Q1	$903K	Hold	16,650	–	–	0.18%	114
2023 Q4	$854K	Hold	16,650	–	–	0.19%	113
2023 Q3	$966K	Hold	16,650	–	–	0.22%	90
2023 Q2	$1.06M	Hold	16,650	–	–	0.24%	92
2023 Q1	$1.15M	Hold	16,650	–	–	0.26%	88
2022 Q4	$1.2M	Hold	16,650	–	–	0.27%	90
2022 Q3	$1.18M	Hold	16,650	–	–	0.28%	88
2022 Q2	$1.28M	Buy	16,650 +400	+2%	+$30.8K	0.29%	87
2022 Q1	$1.19M	Hold	16,250	–	–	0.23%	99
2021 Q4	$1.01M	Hold	16,250	–	–	0.2%	113
2021 Q3	$962K	Hold	16,250	–	–	0.21%	112
2021 Q2	$1.09M	Sell	16,250 -500	-3%	-$33.4K	0.23%	108
2021 Q1	$1.06M	Sell	16,750 -500	-3%	-$31.6K	0.25%	100
2020 Q4	$1.07M	Hold	17,250	–	–	0.27%	99
2020 Q3	$1.04M	Hold	17,250	–	–	0.28%	99
2020 Q2	$1.01M	Hold	17,250	–	–	0.26%	100
2020 Q1	$962K	Buy	17,250 +500	+3%	+$27.9K	0.31%	87
2019 Q4	$1.08M	Buy	16,750 +2,750	+20%	+$176K	0.19%	117
2019 Q3	$710K	Hold	14,000	–	–	0.11%	139
2019 Q2	$635K	Hold	14,000	–	–	0.1%	143
2019 Q1	$668K	Hold	14,000	–	–	0.1%	143
2018 Q4	$728K	Hold	14,000	–	–	0.11%	140
2018 Q3	$869K	Hold	14,000	–	–	0.11%	138
2018 Q2	$775K	Hold	14,000	–	–	0.1%	147
2018 Q1	$886K	Hold	14,000	–	–	0.12%	137
2017 Q4	$858K	Hold	14,000	–	–	0.1%	145
2017 Q3	$892K	Hold	14,000	–	–	0.09%	146
2017 Q2	$780K	Hold	14,000	–	–	0.08%	157
2017 Q1	$761K	Hold	14,000	–	–	0.08%	152
2016 Q4	$818K	Hold	14,000	–	–	0.1%	143
2016 Q3	$755K	Buy	14,000 +5,300	+61%	+$286K	0.1%	151
2016 Q2	$640K	Hold	8,700	–	–	0.09%	159
2016 Q1	$556K	Hold	8,700	–	–	0.1%	173
2015 Q4	$598K	Hold	8,700	–	–	0.11%	161
2015 Q3	$515K	Hold	8,700	–	–	0.11%	178
2015 Q2	$579K	Hold	8,700	–	–	0.11%	170
2015 Q1	$561K	Buy	+8,700	New	+$561K	0.12%	171
2013 Q4	–	Sell	-5,000	Closed	-$231K	–	94
2013 Q3	$231K	Hold	5,000	–	–	0.08%	227
2013 Q2	$223K	Buy	+5,000	New	+$223K	0.08%	229