Heritage Trust’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 | $1.13M | Sell |
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|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $533K | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.45M | Buy |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $516K | Buy |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $833K | Sell |
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|
2020
Q2 | $958K | Buy |
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|
2020
Q1 | $406K | Buy |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $78K | Sell |
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|
2018
Q3 | $105K | Hold |
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|
2018
Q2 | $94K | Sell |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $115K | Sell |
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|
2017
Q3 | $121K | Buy |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $123K | Buy |
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