Summit Financial’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 | $3.6M | Buy |
77,699
+58,818
| +312% | +$2.72M | 0.08% | 205 |
|
|
2025
Q1 | $1.15M | Buy |
18,881
+4,648
| +33% | +$283K | 0.03% | 348 |
|
|
2024
Q4 | $805K | Sell |
14,233
-1,916
| -12% | -$108K | 0.03% | 358 |
|
|
2024
Q3 | $836K | Buy |
16,149
+2,800
| +21% | +$145K | 0.03% | 293 |
|
|
2024
Q2 | $554K | Buy |
13,349
+5,034
| +61% | +$209K | 0.03% | 311 |
|
|
2024
Q1 | $451K | Buy |
8,315
+688
| +9% | +$37.3K | 0.03% | 273 |
|
|
2023
Q4 | $391K | Sell |
7,627
-3,229
| -30% | -$166K | 0.03% | 274 |
|
|
2023
Q3 | $630K | Sell |
10,856
-341
| -3% | -$19.8K | 0.05% | 211 |
|
|
2023
Q2 | $716K | Buy |
11,197
+546
| +5% | +$34.9K | 0.05% | 184 |
|
|
2023
Q1 | $738K | Buy |
10,651
+23
| +0.2% | +$1.59K | 0.06% | 142 |
|
|
2022
Q4 | $765K | Sell |
10,628
-2,974
| -22% | -$214K | 0.07% | 137 |
|
|
2022
Q3 | $967K | Buy |
13,602
+8,510
| +167% | +$605K | 0.09% | 109 |
|
|
2022
Q2 | $395K | Sell |
5,092
-2,364
| -32% | -$183K | 0.04% | 169 |
|
|
2022
Q1 | $549K | Buy |
7,456
+3,010
| +68% | +$221K | 0.04% | 167 |
|
|
2021
Q4 | $277K | Buy |
4,446
+822
| +23% | +$51.3K | 0.02% | 219 |
|
|
2021
Q3 | $216K | Buy |
+3,624
| New | +$216K | 0.02% | 211 |
|