Graves Light Lenhart Wealth’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 | $218K | Sell |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.15M | Hold |
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|
2022
Q3 | $2.13M | Hold |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $2.34M | Sell |
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|
2021
Q4 | $4.87M | Sell |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $7.36M | Buy |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $3.22M | Buy |
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|
2020
Q2 | $3.08M | Buy |
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|
2020
Q1 | $2.73M | Buy |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $1.74M | Buy |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $429K | Buy |
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