HHGA
Halbert Hargrove Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-128
| Closed | -$7.79K | – | 344 |
|
|
2025
Q1 | $7.79K | Buy |
+128
| New | +$7.79K | ﹤0.01% | 264 |
|
|
2023
Q2 | – | Sell |
-4,156
| Closed | -$288K | – | 103 |
|
|
2023
Q1 | $288K | Buy |
4,156
+541
| +15% | +$37.5K | 0.02% | 112 |
|
|
2022
Q4 | $260K | Sell |
3,615
-339
| -9% | -$24.4K | 0.02% | 117 |
|
|
2022
Q3 | $281K | Hold |
3,954
| – | – | 0.02% | 109 |
|
|
2022
Q2 | $304K | Buy |
3,954
+194
| +5% | +$14.9K | 0.02% | 102 |
|
|
2022
Q1 | $275K | Buy |
+3,760
| New | +$275K | 0.02% | 122 |
|
|
2021
Q4 | – | Sell |
-3,751
| Closed | -$222K | – | 159 |
|
|
2021
Q3 | $222K | Sell |
3,751
-208
| -5% | -$12.3K | 0.02% | 132 |
|
|
2021
Q2 | $265K | Buy |
3,959
+63
| +2% | +$4.22K | 0.02% | 118 |
|
|
2021
Q1 | $246K | Buy |
3,896
+127
| +3% | +$8.02K | 0.02% | 107 |
|
|
2020
Q4 | $234K | Buy |
3,769
+23
| +0.6% | +$1.43K | 0.02% | 98 |
|
|
2020
Q3 | $226K | Buy |
3,746
+221
| +6% | +$13.3K | 0.02% | 89 |
|
|
2020
Q2 | $207K | Buy |
+3,525
| New | +$207K | 0.03% | 82 |
|
|
2020
Q1 | – | Sell |
-3,670
| Closed | -$236K | – | 79 |
|
|
2019
Q4 | $236K | Buy |
+3,670
| New | +$236K | 0.06% | 64 |
|
|
2016
Q3 | – | Sell |
-3,477
| Closed | -$256K | – | 70 |
|
|
2016
Q2 | $256K | Buy |
3,477
+219
| +7% | +$16.1K | 0.07% | 60 |
|
|
2016
Q1 | $208K | Sell |
3,258
-183
| -5% | -$11.7K | 0.07% | 74 |
|
|
2015
Q4 | $237K | Buy |
3,441
+49
| +1% | +$3.38K | 0.1% | 84 |
|
|
2015
Q3 | $201K | Buy |
+3,392
| New | +$201K | 0.1% | 95 |
|
|
2015
Q2 | – | Sell |
-3,898
| Closed | -$251K | – | 183 |
|
|
2015
Q1 | $251K | Buy |
+3,898
| New | +$251K | 0.08% | 159 |
|