Syverson Strege & 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 | $256K | Buy |
+5,533
| New | +$256K | 0.06% | 134 |
|
|
2023
Q2 | – | Sell |
-1,062
| Closed | -$73.6K | – | 137 |
|
|
2023
Q1 | $73.6K | Buy |
1,062
+20
| +2% | +$1.39K | 0.03% | 104 |
|
|
2022
Q4 | $75K | Hold |
1,042
| – | – | 0.03% | 107 |
|
|
2022
Q3 | $74K | Sell |
1,042
-133
| -11% | -$9.45K | 0.04% | 104 |
|
|
2022
Q2 | $90K | Buy |
1,175
+65
| +6% | +$4.98K | 0.03% | 104 |
|
|
2022
Q1 | $81K | Buy |
1,110
+68
| +7% | +$4.96K | 0.09% | 99 |
|
|
2021
Q4 | $65K | Sell |
1,042
-7
| -0.7% | -$437 | 0.05% | 117 |
|
|
2021
Q3 | $62K | Buy |
1,049
+7
| +0.7% | +$414 | 0.05% | 125 |
|
|
2021
Q2 | $70K | Sell |
1,042
-214
| -17% | -$14.4K | 0.06% | 110 |
|
|
2021
Q1 | $79K | Buy |
1,256
+134
| +12% | +$8.43K | 0.08% | 95 |
|
|
2020
Q4 | $70K | Buy |
+1,122
| New | +$70K | 0.07% | 101 |
|