Valley Brook Capital Group’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 | $316K | Hold |
6,820
| – | – | 0.24% | 88 |
|
|
2025
Q1 | $416K | Sell |
6,820
-500
| -7% | -$30.5K | 0.33% | 67 |
|
|
2024
Q4 | $414K | Sell |
7,320
-150
| -2% | -$8.48K | 0.31% | 72 |
|
|
2024
Q3 | $386K | Sell |
7,470
-875
| -10% | -$45.3K | 0.28% | 80 |
|
|
2024
Q2 | $347K | Sell |
8,345
-1,000
| -11% | -$41.5K | 0.27% | 84 |
|
|
2024
Q1 | $507K | Sell |
9,345
-2,230
| -19% | -$121K | 0.41% | 59 |
|
|
2023
Q4 | $594K | Sell |
11,575
-200
| -2% | -$10.3K | 0.52% | 54 |
|
|
2023
Q3 | $683K | Hold |
11,775
| – | – | 0.68% | 49 |
|
|
2023
Q2 | $753K | Sell |
11,775
-300
| -2% | -$19.2K | 0.7% | 46 |
|
|
2023
Q1 | $837K | Buy |
12,075
+45
| +0.4% | +$3.12K | 0.77% | 41 |
|
|
2022
Q4 | $866K | Hold |
12,030
| – | – | 0.83% | 36 |
|
|
2022
Q3 | $855K | Hold |
12,030
| – | – | 0.93% | 35 |
|
|
2022
Q2 | $926K | Hold |
12,030
| – | – | 0.95% | 32 |
|
|
2022
Q1 | $878K | Buy |
12,030
+116
| +1% | +$8.47K | 0.76% | 42 |
|
|
2021
Q4 | $742K | Sell |
11,914
-100
| -0.8% | -$6.23K | 0.64% | 47 |
|
|
2021
Q3 | $710K | Buy |
12,014
+5,070
| +73% | +$300K | 0.7% | 45 |
|
|
2021
Q2 | $463K | Buy |
6,944
+235
| +4% | +$15.7K | 0.44% | 62 |
|
|
2021
Q1 | $423K | Buy |
6,709
+81
| +1% | +$5.11K | 0.38% | 61 |
|
|
2020
Q4 | $411K | Buy |
+6,628
| New | +$411K | 0.41% | 58 |
|