Ellis Investment Partners’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 | – | Sell |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $577K | Sell |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $569K | Buy |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $556K | Sell |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $535K | Buy |
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|
2020
Q1 | $492K | Sell |
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|
2019
Q4 | $661K | Buy |
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|
2019
Q3 | $498K | Buy |
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|
2019
Q2 | $451K | Buy |
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|
2019
Q1 | $384K | Buy |
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|
2018
Q4 | $274K | Buy |
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