Carson Wealth (CWM LLC)’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 | $36.4M | Buy |
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|
2025
Q2 | $27.8M | Buy |
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|
2025
Q1 | $36.6M | Buy |
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|
2024
Q4 | $33.6M | Buy |
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|
2024
Q3 | $30.1M | Buy |
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|
2024
Q2 | $22.5M | Buy |
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|
2024
Q1 | $28.2M | Buy |
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|
2023
Q4 | $25.1M | Sell |
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|
2023
Q3 | $31M | Buy |
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|
2023
Q2 | $31.7M | Sell |
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|
2023
Q1 | $35.2M | Buy |
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|
2022
Q4 | $35.3M | Buy |
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|
2022
Q3 | $32.8M | Buy |
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|
2022
Q2 | $34.7M | Buy |
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|
2022
Q1 | $31.7M | Buy |
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|
2021
Q4 | $7.27M | Buy |
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|
2021
Q2 | $2.06M | Hold |
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|
2021
Q1 | $2.06M | Hold |
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|
2020
Q4 | $2.06M | Hold |
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|
2020
Q3 | $2.06M | Hold |
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|
2020
Q2 | $2.06M | Hold |
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|
2020
Q1 | $2.06M | Hold |
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|
2019
Q4 | $2.06M | Hold |
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|
2019
Q3 | $2.06M | Hold |
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|
2019
Q2 | $2.06M | Hold |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $2.38M | Sell |
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|
2018
Q3 | $3.06M | Buy |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $2.13M | Sell |
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|
2017
Q4 | $2.22M | Sell |
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|
2017
Q3 | $2.59M | Sell |
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|
2017
Q2 | $2.6M | Sell |
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|
2017
Q1 | $2.84M | Sell |
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|
2016
Q4 | $5.37M | Buy |
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|
2016
Q3 | $4.38M | Buy |
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|
2016
Q2 | $350K | Buy |
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|
2016
Q1 | $303K | Buy |
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|
2015
Q4 | $320K | Sell |
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|
2015
Q3 | $306K | Buy |
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|
2015
Q2 | $339K | Sell |
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|
2015
Q1 | $409K | Sell |
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|
2014
Q4 | $812K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $243K | Buy |
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|
2013
Q4 | $176K | Buy |
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|
2013
Q3 | $78K | Buy |
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