Stack Financial 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
2023
Q4
Sell
-176,827
Closed -$10.3M 43
2023
Q3
$10.3M Buy
176,827
+2,314
+1% +$134K 1.2% 35
2023
Q2
$11.2M Buy
174,513
+3,581
+2% +$229K 1.25% 33
2023
Q1
$11.8M Buy
+170,932
New +$11.8M 1.44% 31