GeoWealth 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
Q3 | $491K | Sell |
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|
2025
Q2 | $547K | Buy |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $717K | Buy |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $118K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $74K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $259K | Buy |
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