Caldwell Trust’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
36,629
-1,209
|
|
||||
|
2025
Q1 | $2.31M | Buy |
37,838
+135
|
|
||||
|
2024
Q4 | $2.13M | Sell |
37,703
-1,264
|
|
||||
|
2024
Q3 | $2.02M | Sell |
38,967
-1,431
|
|
||||
|
2024
Q2 | $1.68M | Sell |
40,398
-740
|
|
||||
|
2024
Q1 | $2.23M | Sell |
41,138
-2,212
|
|
||||
|
2023
Q4 | $2.22M | Sell |
43,350
-2,843
|
|
||||
|
2023
Q3 | $2.68M | Sell |
46,193
-2,841
|
|
||||
|
2023
Q2 | $3.14M | Sell |
49,034
-1,182
|
|
||||
|
2023
Q1 | $3.48M | Sell |
50,216
-1,158
|
|
||||
|
2022
Q4 | $3.7M | Buy |
51,374
+382
|
|
||||
|
2022
Q3 | $3.63M | Sell |
50,992
-1,209
|
|
||||
|
2022
Q2 | $4.02M | Buy |
52,201
+3,532
|
|
||||
|
2022
Q1 | $3.55M | Sell |
48,669
-578
|
|
||||
|
2021
Q4 | $3.07M | Sell |
49,247
-950
|
|
||||
|
2021
Q3 | $2.97M | Sell |
50,197
-2,962
|
|
||||
|
2021
Q2 | $3.55M | Sell |
53,159
-1,306
|
|
||||
|
2021
Q1 | $3.44M | Sell |
54,465
-562
|
|
||||
|
2020
Q4 | $3.41M | Sell |
55,027
-6,406
|
|
||||
|
2020
Q3 | $3.7M | Sell |
61,433
-4,315
|
|
||||
|
2020
Q2 | $3.87M | Buy |
65,748
+12
|
|
||||
|
2020
Q1 | $3.66M | Sell |
65,736
-2,120
|
|
||||
|
2019
Q4 | $4.36M | Buy |
+67,856
|
|