Tacita Capital’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 | $37.9K | Hold |
819
| – | – | 0.02% | 156 |
|
|
2025
Q1 | $50K | Buy |
819
+138
| +20% | +$8.42K | 0.04% | 129 |
|
|
2024
Q4 | $38.5K | Buy |
+681
| New | +$38.5K | 0.03% | 141 |
|
|
2023
Q4 | – | Sell |
-1,185
| Closed | -$68.8K | – | 220 |
|
|
2023
Q3 | $68.8K | Buy |
1,185
+1,040
| +717% | +$60.4K | 0.05% | 129 |
|
|
2023
Q2 | $9K | Sell |
145
-400
| -73% | -$24.8K | 0.01% | 175 |
|
|
2023
Q1 | $38K | Sell |
545
-85
| -13% | -$5.93K | 0.03% | 146 |
|
|
2022
Q4 | $45K | Hold |
630
| – | – | 0.03% | 140 |
|
|
2022
Q3 | $45K | Hold |
630
| – | – | 0.03% | 128 |
|
|
2022
Q2 | $49K | Sell |
630
-65
| -9% | -$5.06K | 0.03% | 136 |
|
|
2022
Q1 | $51K | Buy |
695
+295
| +74% | +$21.6K | 0.03% | 144 |
|
|
2021
Q4 | $25K | Sell |
400
-2,766
| -87% | -$173K | 0.01% | 166 |
|
|
2021
Q3 | $187K | Hold |
3,166
| – | – | 0.11% | 85 |
|
|
2021
Q2 | $212K | Sell |
3,166
-965
| -23% | -$64.6K | 0.13% | 84 |
|
|
2021
Q1 | $261K | Sell |
4,131
-33
| -0.8% | -$2.09K | 0.17% | 78 |
|
|
2020
Q4 | $258K | Buy |
+4,164
| New | +$258K | 0.17% | 75 |
|