Summit X LLC’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 | $1.68M | Sell |
36,246
-1,267
| -3% | -$58.6K | 0.31% | 62 |
|
|
2025
Q1 | $2.29M | Sell |
37,513
-2,042
| -5% | -$125K | 0.48% | 41 |
|
|
2024
Q4 | $2.24M | Sell |
39,555
-915
| -2% | -$51.8K | 0.5% | 42 |
|
|
2024
Q3 | $1.68M | Sell |
40,470
-533
| -1% | -$22.1K | 0.41% | 47 |
|
|
2024
Q2 | $1.7M | Buy |
41,003
+3,365
| +9% | +$140K | 0.38% | 55 |
|
|
2024
Q1 | $2.04M | Buy |
+37,638
| New | +$2.04M | 0.52% | 41 |
|
|
2021
Q4 | – | Sell |
-5,015
| Closed | -$303K | – | 259 |
|
|
2021
Q3 | $303K | Sell |
5,015
-6,161
| -55% | -$372K | 0.08% | 220 |
|
|
2021
Q2 | $745K | Sell |
11,176
-205
| -2% | -$13.7K | 0.19% | 122 |
|
|
2021
Q1 | $724K | Sell |
11,381
-999
| -8% | -$63.6K | 0.2% | 114 |
|
|
2020
Q4 | $767K | Buy |
12,380
+1,058
| +9% | +$65.5K | 0.23% | 104 |
|
|
2020
Q3 | $7.66K | Buy |
11,322
+102
| +0.9% | +$69 | 0.13% | 97 |
|
|
2020
Q2 | $660K | Buy |
+11,220
| New | +$660K | 0.24% | 98 |
|
|
2018
Q4 | – | Sell |
-3,368
| Closed | -$209K | – | 206 |
|
|
2018
Q3 | $209K | Sell |
3,368
-1,195
| -26% | -$74.2K | 0.1% | 205 |
|
|
2018
Q2 | $252K | Sell |
4,563
-678
| -13% | -$37.4K | 0.14% | 169 |
|
|
2018
Q1 | $330K | Buy |
5,241
+1,035
| +25% | +$65.2K | 0.2% | 137 |
|
|
2017
Q4 | $259K | Buy |
4,206
+772
| +22% | +$47.5K | 0.16% | 149 |
|
|
2017
Q3 | $217K | Sell |
3,434
-4,709
| -58% | -$298K | 0.14% | 164 |
|
|
2017
Q2 | $454K | Buy |
+8,143
| New | +$454K | 0.32% | 92 |
|