SIM
Sterling Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,343
| Closed | -$1.1M | – | 59 |
|
|
2024
Q1 | $1.1M | Sell |
20,343
-435
| -2% | -$23.6K | 0.78% | 38 |
|
|
2023
Q4 | $1.07M | Sell |
20,778
-410
| -2% | -$21K | 0.78% | 40 |
|
|
2023
Q3 | $1.23M | Sell |
21,188
-350
| -2% | -$20.3K | 1.09% | 27 |
|
|
2023
Q2 | $1.38M | Sell |
21,538
-312
| -1% | -$20K | 1.09% | 28 |
|
|
2023
Q1 | $1.51M | Sell |
21,850
-295
| -1% | -$20.4K | 1.21% | 26 |
|
|
2022
Q4 | $1.59M | Sell |
22,145
-1,334
| -6% | -$96K | 1.28% | 27 |
|
|
2022
Q3 | $1.67M | Buy |
23,479
+5,328
| +29% | +$379K | 1.41% | 23 |
|
|
2022
Q2 | $1.4M | Sell |
18,151
-1,499
| -8% | -$115K | 1.16% | 26 |
|
|
2022
Q1 | $1.44M | Sell |
19,650
-4,288
| -18% | -$313K | 1.01% | 30 |
|
|
2021
Q4 | $1.49M | Sell |
23,938
-937
| -4% | -$58.4K | 0.93% | 39 |
|
|
2021
Q3 | $1.47M | Buy |
24,875
+1,051
| +4% | +$62.2K | 0.94% | 37 |
|
|
2021
Q2 | $1.59M | Buy |
23,824
+1,026
| +5% | +$68.6K | 1.04% | 30 |
|
|
2021
Q1 | $1.44M | Buy |
+22,798
| New | +$1.44M | 0.98% | 34 |
|