Ulland Investment Advisors’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 | $3K | Hold |
60
| – | – | ﹤0.01% | 192 |
|
|
2025
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 196 |
|
|
2024
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 194 |
|
|
2024
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 187 |
|
|
2024
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2024
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $3K | Sell |
60
-255
| -81% | -$12.8K | ﹤0.01% | 179 |
|
|
2023
Q3 | $18K | Sell |
315
-120
| -28% | -$6.86K | 0.02% | 148 |
|
|
2023
Q2 | $28K | Hold |
435
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $30K | Hold |
435
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $31K | Hold |
435
| – | – | 0.04% | 112 |
|
|
2022
Q3 | $31K | Hold |
435
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $33K | Hold |
435
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $32K | Buy |
435
+120
| +38% | +$8.83K | 0.02% | 123 |
|
|
2021
Q4 | $20K | Buy |
+315
| New | +$20K | 0.01% | 146 |
|