Kovitz Investment Group Partners’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 | $36M | Buy |
|
|||||
|
2025
Q1 | $15.5M | Buy |
|
|||||
|
2024
Q4 | $14.3M | Sell |
|
|||||
|
2024
Q3 | $13.5M | Buy |
|
|||||
|
2024
Q2 | $9.8M | Buy |
|
|||||
|
2024
Q1 | $7.03M | Buy |
|
|||||
|
2023
Q4 | $6.13M | Sell |
|
|||||
|
2023
Q3 | $8.53M | Buy |
|
|||||
|
2023
Q2 | $9.13M | Sell |
|
|||||
|
2023
Q1 | $11.2M | Sell |
|
|||||
|
2022
Q4 | $12.3M | Sell |
|
|||||
|
2022
Q3 | $12.5M | Sell |
|
|||||
|
2022
Q2 | $13.8M | Sell |
|
|||||
|
2022
Q1 | $15.3M | Buy |
|
|||||
|
2021
Q4 | $11.6M | Sell |
|
|||||
|
2021
Q3 | $13.3M | Sell |
|
|||||
|
2021
Q2 | $15M | Buy |
|
|||||
|
2021
Q1 | $11.8M | Buy |
|
|||||
|
2020
Q4 | $11.6M | Sell |
|
|||||
|
2020
Q3 | $12.7M | Buy |
|
|||||
|
2020
Q2 | $12.1M | Sell |
|
|||||
|
2020
Q1 | $12.3M | Buy |
|
|||||
|
2019
Q4 | $14.1M | Sell |
|
|||||
|
2019
Q3 | $11.2M | Buy |
|
|||||
|
2019
Q2 | $8.91M | Buy |
|
|||||
|
2019
Q1 | $4.27M | Buy |
|
|||||
|
2018
Q4 | $876K | Buy |
|