St. Clair 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 | $278K | Hold |
6,000
| – | – | 0.07% | 73 |
|
|
2025
Q1 | $366K | Hold |
6,000
| – | – | 0.1% | 69 |
|
|
2024
Q4 | $339K | Sell |
6,000
-4,800
| -44% | -$271K | 0.1% | 70 |
|
|
2024
Q3 | $559K | Sell |
10,800
-2,760
| -20% | -$143K | 0.16% | 60 |
|
|
2024
Q2 | $563K | Hold |
13,560
| – | – | 0.18% | 57 |
|
|
2024
Q1 | $735K | Hold |
13,560
| – | – | 0.24% | 49 |
|
|
2023
Q4 | $696K | Sell |
13,560
-10,573
| -44% | -$543K | 0.24% | 54 |
|
|
2023
Q3 | $1.4M | Hold |
24,133
| – | – | 0.55% | 30 |
|
|
2023
Q2 | $1.54M | Buy |
24,133
+693
| +3% | +$44.3K | 0.6% | 29 |
|
|
2023
Q1 | $1.62M | Buy |
23,440
+5,724
| +32% | +$397K | 0.71% | 26 |
|
|
2022
Q4 | $1.27M | Buy |
17,716
+7,646
| +76% | +$550K | 0.8% | 20 |
|
|
2022
Q3 | $716K | Buy |
10,070
+300
| +3% | +$21.3K | 0.57% | 18 |
|
|
2022
Q2 | $752K | Hold |
9,770
| – | – | 0.61% | 19 |
|
|
2022
Q1 | $714K | Hold |
9,770
| – | – | 0.48% | 20 |
|
|
2021
Q4 | $609K | Buy |
9,770
+137
| +1% | +$8.54K | 0.35% | 28 |
|
|
2021
Q3 | $570K | Buy |
9,633
+2,563
| +36% | +$152K | 0.4% | 23 |
|
|
2021
Q2 | $472K | Hold |
7,070
| – | – | 0.35% | 24 |
|
|
2021
Q1 | $446K | Sell |
7,070
-108
| -2% | -$6.82K | 0.36% | 23 |
|
|
2020
Q4 | $445K | Buy |
+7,178
| New | +$445K | 0.42% | 25 |
|