Towercrest Capital Management’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 | – | Sell |
-3,502
| Closed | -$214K | – | 90 |
|
|
2025
Q1 | $214K | Sell |
3,502
-255
| -7% | -$15.6K | 0.04% | 87 |
|
|
2024
Q4 | $212K | Buy |
+3,757
| New | +$212K | 0.03% | 98 |
|
|
2024
Q2 | – | Sell |
-4,505
| Closed | -$244K | – | 108 |
|
|
2024
Q1 | $244K | Sell |
4,505
-805
| -15% | -$43.7K | 0.04% | 97 |
|
|
2023
Q4 | $272K | Hold |
5,310
| – | – | 0.05% | 90 |
|
|
2023
Q3 | $308K | Sell |
5,310
-31
| -0.6% | -$1.8K | 0.06% | 84 |
|
|
2023
Q2 | $342K | Buy |
5,341
+1,034
| +24% | +$66.1K | 0.06% | 82 |
|
|
2023
Q1 | $299K | Hold |
4,307
| – | – | 0.06% | 77 |
|
|
2022
Q4 | $310K | Hold |
4,307
| – | – | 0.07% | 72 |
|
|
2022
Q3 | $306K | Hold |
4,307
| – | – | 0.07% | 70 |
|
|
2022
Q2 | $332K | Hold |
4,307
| – | – | 0.07% | 69 |
|
|
2022
Q1 | $315K | Hold |
4,307
| – | – | 0.06% | 77 |
|
|
2021
Q4 | $269K | Hold |
4,307
| – | – | 0.05% | 83 |
|
|
2021
Q3 | $255K | Hold |
4,307
| – | – | 0.05% | 85 |
|
|
2021
Q2 | $288K | Sell |
4,307
-183
| -4% | -$12.2K | 0.06% | 74 |
|
|
2021
Q1 | $283K | Buy |
+4,490
| New | +$283K | 0.06% | 75 |
|
|
2020
Q3 | – | Sell |
-6,116
| Closed | -$360K | – | 80 |
|
|
2020
Q2 | $360K | Sell |
6,116
-9
| -0.1% | -$530 | 0.09% | 61 |
|
|
2020
Q1 | $341K | Sell |
6,125
-46
| -0.7% | -$2.56K | 0.1% | 59 |
|
|
2019
Q4 | $397K | Buy |
6,171
+881
| +17% | +$56.7K | 0.1% | 57 |
|
|
2019
Q3 | $268K | Hold |
5,290
| – | – | 0.07% | 63 |
|
|
2019
Q2 | $239K | Buy |
+5,290
| New | +$239K | 0.07% | 65 |
|