Kelleher Financial 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
Q2 | $202K | Buy |
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|
2025
Q1 | $217K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $583K | Sell |
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|
2016
Q3 | $548K | Sell |
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|
2016
Q2 | $770K | Sell |
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|
2016
Q1 | $678K | Buy |
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|
2015
Q4 | $700K | Hold |
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|
2015
Q3 | $602K | Sell |
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|
2015
Q2 | $697K | Buy |
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|
2015
Q1 | $643K | Hold |
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|
2014
Q4 | $589K | Hold |
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|
2014
Q3 | $581K | Sell |
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|
2014
Q2 | $488K | Hold |
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|
2014
Q1 | $522K | Hold |
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|
2013
Q4 | $535K | Sell |
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|
2013
Q3 | $558K | Hold |
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|
2013
Q2 | $539K | Buy |
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