Marcum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $887K | Buy |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $725K | Buy |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $682K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $766K | Sell |
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|
2022
Q3 | $787K | Sell |
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|
2022
Q2 | $904K | Sell |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $486K | Buy |
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