BigSur 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 | $731K | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.46M | Hold |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.48M | Hold |
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|
2022
Q4 | $1.53M | Hold |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $1.66M | Hold |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $477K | Hold |
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|
2019
Q4 | $549K | Hold |
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|
2019
Q3 | $434K | Hold |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $408K | Hold |
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|
2018
Q4 | $444K | Hold |
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|
2018
Q3 | $531K | Buy |
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|
2018
Q2 | $462K | Sell |
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|
2018
Q1 | $541K | Buy |
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|
2017
Q4 | $340K | Sell |
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|
2017
Q3 | $386K | Sell |
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|
2017
Q2 | $594K | Hold |
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|
2017
Q1 | $584K | Hold |
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|
2016
Q4 | $617K | Buy |
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