Cassaday & Co 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 | $416K | Buy |
|
|||||
|
2025
Q2 | $422K | Sell |
|
|||||
|
2025
Q1 | $559K | Sell |
|
|||||
|
2024
Q4 | $537K | Sell |
|
|||||
|
2024
Q3 | $566K | Buy |
|
|||||
|
2024
Q2 | $449K | Sell |
|
|||||
|
2024
Q1 | $732K | Buy |
|
|||||
|
2023
Q4 | $687K | Sell |
|
|||||
|
2023
Q3 | $778K | Sell |
|
|||||
|
2023
Q2 | $960K | Buy |
|
|||||
|
2023
Q1 | $954K | Buy |
|
|||||
|
2022
Q4 | $973K | Buy |
|