ERTS 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
Q2 | – | Sell |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $393K | Hold |
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|
2019
Q4 | $453K | Buy |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $289K | Buy |
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