Zuckerman Investment 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 | $1.95M | Hold |
42,202
| – | – | 0.19% | 61 |
|
|
2025
Q1 | $2.57M | Hold |
42,202
| – | – | 0.28% | 54 |
|
|
2024
Q4 | $2.53M | Sell |
42,202
-9,137
| -18% | -$548K | 0.24% | 53 |
|
|
2024
Q3 | $2.66M | Buy |
51,339
+8,199
| +19% | +$424K | 0.27% | 51 |
|
|
2024
Q2 | $1.79M | Buy |
43,140
+30,000
| +228% | +$1.25M | 0.21% | 59 |
|
|
2024
Q1 | $713K | Sell |
13,140
-1,420
| -10% | -$77K | 0.08% | 81 |
|
|
2023
Q4 | $747K | Buy |
14,560
+360
| +3% | +$18.5K | 0.1% | 77 |
|
|
2023
Q3 | $824K | Sell |
14,200
-640
| -4% | -$37.1K | 0.12% | 64 |
|
|
2023
Q2 | $949K | Hold |
14,840
| – | – | 0.14% | 60 |
|
|
2023
Q1 | $1.03M | Sell |
14,840
-231
| -2% | -$16K | 0.16% | 59 |
|
|
2022
Q4 | $1.08M | Sell |
15,071
-3,059
| -17% | -$220K | 0.17% | 59 |
|
|
2022
Q3 | $1.29M | Buy |
18,130
+9,573
| +112% | +$681K | 0.24% | 52 |
|
|
2022
Q2 | $659K | Buy |
8,557
+146
| +2% | +$11.2K | 0.12% | 61 |
|
|
2022
Q1 | $614K | Hold |
8,411
| – | – | 0.1% | 63 |
|
|
2021
Q4 | $524K | Sell |
8,411
-10,131
| -55% | -$631K | 0.08% | 73 |
|
|
2021
Q3 | $1.1M | Buy |
18,542
+42
| +0.2% | +$2.49K | 0.18% | 62 |
|
|
2021
Q2 | $1.24M | Hold |
18,500
| – | – | 0.19% | 58 |
|
|
2021
Q1 | $1.17M | Buy |
+18,500
| New | +$1.17M | 0.19% | 57 |
|