Burt Wealth 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 | $212K | Hold |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $424K | Hold |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $375K | Buy |
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|
2020
Q1 | $355K | Hold |
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|
2019
Q4 | $408K | Buy |
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $317K | Hold |
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|
2018
Q3 | $378K | Hold |
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|
2018
Q2 | $337K | Hold |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $378K | Buy |
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|
2017
Q3 | $388K | Sell |
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|
2017
Q2 | $388K | Buy |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $292K | Buy |
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|
2016
Q2 | $399K | Sell |
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|
2016
Q1 | $427K | Buy |
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|
2015
Q4 | $281K | Buy |
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|
2015
Q3 | $241K | Buy |
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|
2015
Q2 | $261K | Hold |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $232K | Buy |
|