Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.6K | Hold |
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|
2025
Q2 | $41.7K | Hold |
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|
2025
Q1 | $54.9K | Hold |
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|
2024
Q4 | $50.9K | Hold |
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|
2024
Q3 | $46.6K | Sell |
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|
2024
Q2 | $86K | Sell |
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|
2024
Q1 | $134K | Sell |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $181K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | $152K | Buy |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $158K | Sell |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $77.4K | Sell |
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|
2020
Q2 | $117K | Sell |
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|
2020
Q1 | $128K | Buy |
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|
2019
Q4 | $117K | Buy |
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|
2019
Q3 | $38K | Sell |
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|
2019
Q2 | $140K | Buy |
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|
2019
Q1 | $97.8K | Hold |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $134K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $241K | Buy |
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