Colonial Trust 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 | $161K | Sell |
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|
2025
Q2 | $193K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $425K | Hold |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $457K | Sell |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $334K | Hold |
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|
2019
Q4 | $385K | Hold |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $269K | Buy |
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|
2018
Q4 | $264K | Sell |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $412K | Sell |
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|
2018
Q1 | $508K | Sell |
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|
2017
Q4 | $656K | Buy |
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|
2017
Q3 | $493K | Hold |
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|
2017
Q2 | $431K | Buy |
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|
2017
Q1 | $300K | Hold |
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|
2016
Q4 | $318K | Sell |
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|
2016
Q3 | $296K | Buy |
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|
2016
Q2 | $386K | Hold |
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|
2016
Q1 | $335K | Hold |
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|
2015
Q4 | $361K | Sell |
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|
2015
Q3 | $315K | Buy |
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|
2015
Q2 | $328K | Sell |
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|
2015
Q1 | $320K | Buy |
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|
2014
Q4 | $151K | Sell |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $235K | Sell |
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|
2014
Q1 | $317K | Hold |
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|
2013
Q4 | $324K | Sell |
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|
2013
Q3 | $287K | Hold |
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|
2013
Q2 | $277K | Buy |
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