Charles Schwab Trust’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 | $221K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $781K | Hold |
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|
2022
Q3 | $771K | Hold |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $859K | Sell |
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|
2021
Q3 | $833K | Buy |
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|
2021
Q2 | $921K | Sell |
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|
2021
Q1 | $871K | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $828K | Sell |
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|
2020
Q2 | $843K | Buy |
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|
2020
Q1 | $755K | Sell |
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|
2019
Q4 | $880K | Buy |
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|
2019
Q3 | $436K | Buy |
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