Atticus Wealth Management’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 |
-155
| Closed | -$7.19K | – | 253 |
|
|
2025
Q2 | $7.19K | Sell |
155
-852
| -85% | -$41.8K | ﹤0.01% | 505 |
|
|
2025
Q1 | $61.4K | Buy |
1,007
+1
| +0.1% | +$58 | 0.02% | 212 |
|
|
2024
Q4 | $56.9K | Buy |
1,006
+1
| +0.1% | +$56 | 0.02% | 233 |
|
|
2024
Q3 | $52K | Sell |
1,005
-261
| -21% | -$12.2K | 0.02% | 242 |
|
|
2024
Q2 | $52.6K | Sell |
1,266
-1,550
| -55% | -$69.4K | 0.02% | 230 |
|
|
2024
Q1 | $153K | Sell |
2,816
-1,723
| -38% | -$87.8K | 0.05% | 134 |
|
|
2023
Q4 | $233K | Buy |
4,539
+1,334
| +42% | +$70K | 0.08% | 114 |
|
|
2023
Q3 | $186K | Sell |
3,205
-470
| -13% | -$28.8K | 0.07% | 133 |
|
|
2023
Q2 | $235K | Sell |
3,675
-128
| -3% | -$8.58K | 0.09% | 120 |
|
|
2023
Q1 | $264K | Buy |
3,803
+706
| +23% | +$49.8K | 0.1% | 111 |
|
|
2022
Q4 | $223K | Sell |
3,097
-185
| -6% | -$13.9K | 0.09% | 120 |
|
|
2022
Q3 | $253K | Hold |
3,282
| – | – | 0.12% | 102 |
|
|
2022
Q2 | $253K | Buy |
3,282
+3,166
| +2,729% | +$241K | 0.11% | 117 |
|
|
2022
Q1 | $8K | Sell |
116
-784
| -87% | -$52.6K | ﹤0.01% | 419 |
|
|
2021
Q4 | $56K | Buy |
+900
| New | +$52.8K | 0.02% | 213 |
|
|
2021
Q3 | – | Sell |
-1,978
| Closed | -$132K | – | 408 |
|
|
2021
Q2 | $132K | Sell |
1,978
-10
| -0.5% | -$652 | 0.06% | 144 |
|
|
2021
Q1 | $125K | Sell |
1,988
-231
| -10% | -$14.4K | 0.06% | 141 |
|
|
2020
Q4 | $138K | Buy |
2,219
+5
| +0.2% | +$307 | 0.07% | 133 |
|
|
2020
Q3 | $134K | Sell |
2,214
-503
| -19% | -$30.3K | 0.08% | 112 |
|
|
2020
Q2 | $160K | Sell |
2,717
-559
| -17% | -$33.4K | 0.11% | 99 |
|
|
2020
Q1 | $183K | Sell |
3,276
-643
| -16% | -$39.3K | 0.15% | 81 |
|
|
2019
Q4 | $252K | Buy |
+3,919
| New | +$224K | 0.16% | 74 |
|
Other funds holding BMY
