Live Oak 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
Q2
Sell
2024
Q1
$354K Sell
2023
Q4
$350K Buy
2023
Q3
$351K Sell
2023
Q2
$400K Hold
2023
Q1
$433K Buy
2022
Q4
$432K Sell
2022
Q3
$540K Sell
2022
Q2
$608K Sell
2022
Q1
$3.48M Buy
2021
Q4
$2.88M Buy
2021
Q3
$2.18M Buy
2021
Q2
$2.28M Buy
2021
Q1
$1.77M Buy
2020
Q4
$1.29M Buy
2020
Q3
$781K Buy
2020
Q2
$716K Buy
2020
Q1
$402K Buy
2019
Q4
$268K Buy