Ellsworth 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 | $4.62M | Buy |
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|
2025
Q2 | $4.7M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $211K | Buy |
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