Wallace 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 |
-3,650
| Closed | -$223K | – | 75 |
|
2025
Q1 | $223K | Hold |
3,650
| – | – | 0.03% | 68 |
|
2024
Q4 | $206K | Buy |
+3,650
| New | +$206K | 0.03% | 75 |
|
2014
Q2 | – | Sell |
-21,235
| Closed | -$1.1M | – | 56 |
|
2014
Q1 | $1.1M | Hold |
21,235
| – | – | 0.24% | 44 |
|
2013
Q4 | $1.13M | Hold |
21,235
| – | – | 0.26% | 44 |
|
2013
Q3 | $983K | Hold |
21,235
| – | – | 0.27% | 44 |
|
2013
Q2 | $949K | Buy |
+21,235
| New | +$949K | 0.29% | 48 |
|