Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $946K | Buy |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $956K | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $773K | Buy |
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|
2021
Q2 | $860K | Sell |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $873K | Sell |
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|
2020
Q3 | $972K | Sell |
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|
2020
Q2 | $991K | Buy |
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|
2020
Q1 | $899K | Buy |
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|
2019
Q4 | $1M | Buy |
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