CLA (CliftonLarsonAllen) 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 | $582K | Buy |
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|
2025
Q2 | $568K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $552K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $879K | Buy |
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|
2022
Q2 | $932K | Buy |
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|
2022
Q1 | $884K | Buy |
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|
2021
Q4 | $715K | Sell |
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|
2021
Q3 | $688K | Sell |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $753K | Sell |
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|
2020
Q4 | $832K | Buy |
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|
2020
Q3 | $801K | Sell |
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|
2020
Q2 | $798K | Buy |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $586K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.3M | Buy |
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|
2018
Q1 | $1.49M | Hold |
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|
2017
Q4 | $1.44M | Hold |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.18M | Sell |
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|
2016
Q4 | $1.32M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $720K | Buy |
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|
2015
Q2 | $496K | Buy |
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