Congress 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
Q2 | $15.5M | Buy |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $9.47M | Sell |
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|
2024
Q3 | $9.83M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $646K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $851K | Buy |
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|
2022
Q4 | $763K | Sell |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $807K | Sell |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $944K | Buy |
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