Lyell Wealth Management’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 | $255K | Hold |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q2 | $978K | Buy |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | $674K | Sell |
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|
2021
Q3 | $673K | Sell |
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|
2021
Q2 | $858K | Sell |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $562K | Buy |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $813K | Sell |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $2.15M | Sell |
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|
2017
Q4 | $2.14M | Sell |
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|
2017
Q3 | $2.55M | Buy |
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|
2017
Q2 | $2.18M | Buy |
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|
2017
Q1 | $1.92M | Sell |
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|
2016
Q4 | $2.09M | Buy |
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