Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $382K | Hold |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $303K | Buy |
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