American Trust Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $738K | Sell |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $805K | Buy |
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|
2022
Q1 | $761K | Buy |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $210K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $203K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $220K | Hold |
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|
2015
Q1 | $213K | Sell |
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|
2014
Q4 | $213K | Buy |
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