Steph & 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 | $492K | Sell |
10,628
-119
| -1% | -$5.51K | 0.16% | 62 |
|
|
2025
Q1 | $655K | Sell |
10,747
-549
| -5% | -$33.5K | 0.24% | 46 |
|
|
2024
Q4 | $639K | Sell |
11,296
-457
| -4% | -$25.8K | 0.22% | 47 |
|
|
2024
Q3 | $608K | Buy |
11,753
+262
| +2% | +$13.6K | 0.19% | 52 |
|
|
2024
Q2 | $477K | Buy |
11,491
+34
| +0.3% | +$1.41K | 0.16% | 60 |
|
|
2024
Q1 | $621K | Buy |
11,457
+2,879
| +34% | +$156K | 0.21% | 51 |
|
|
2023
Q4 | $440K | Sell |
8,578
-2,571
| -23% | -$132K | 0.22% | 58 |
|
|
2023
Q3 | $647K | Buy |
11,149
+322
| +3% | +$18.7K | 0.36% | 39 |
|
|
2023
Q2 | $692K | Buy |
10,827
+20
| +0.2% | +$1.28K | 0.38% | 37 |
|
|
2023
Q1 | $749K | Buy |
10,807
+4
| +0% | +$277 | 0.46% | 33 |
|
|
2022
Q4 | $777K | Buy |
10,803
+633
| +6% | +$45.5K | 0.49% | 33 |
|
|
2022
Q3 | $723K | Buy |
10,170
+354
| +4% | +$25.2K | 0.5% | 29 |
|
|
2022
Q2 | $756K | Buy |
9,816
+1,684
| +21% | +$130K | 0.46% | 30 |
|
|
2022
Q1 | $594K | Buy |
8,132
+110
| +1% | +$8.04K | 0.35% | 34 |
|
|
2021
Q4 | $500K | Sell |
8,022
-39
| -0.5% | -$2.43K | 0.29% | 40 |
|
|
2021
Q3 | $477K | Buy |
8,061
+735
| +10% | +$43.5K | 0.31% | 37 |
|
|
2021
Q2 | $490K | Buy |
7,326
+1,581
| +28% | +$106K | 0.32% | 33 |
|
|
2021
Q1 | $363K | Sell |
5,745
-64
| -1% | -$4.04K | 0.25% | 39 |
|
|
2020
Q4 | $360K | Buy |
5,809
+1,465
| +34% | +$90.8K | 0.27% | 34 |
|
|
2020
Q3 | $262K | Sell |
4,344
-1,400
| -24% | -$84.4K | 0.24% | 38 |
|
|
2020
Q2 | $338K | Hold |
5,744
| – | – | 0.34% | 31 |
|
|
2020
Q1 | $320K | Sell |
5,744
-767
| -12% | -$42.7K | 0.36% | 37 |
|
|
2019
Q4 | $418K | Buy |
+6,511
| New | +$418K | 0.36% | 42 |
|