Mark Sheptoff Financial Planning’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 | $46.3K | Buy |
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|
2025
Q1 | $18.3K | Sell |
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|
2024
Q4 | $25.5K | Sell |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $172K | Hold |
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|
2023
Q2 | $190K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $149K | Sell |
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|
2020
Q4 | $163K | Hold |
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|
2020
Q3 | $158K | Buy |
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|
2020
Q2 | $146K | Sell |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $166K | Buy |
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|
2019
Q3 | $126K | Hold |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $118K | Sell |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $652K | Sell |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $2.55M | Sell |
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|
2017
Q3 | $2.77M | Buy |
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|
2017
Q2 | $2.3M | Buy |
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|
2017
Q1 | $2.1M | Sell |
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|
2016
Q4 | $2.37M | Sell |
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|
2016
Q3 | $2.21M | Buy |
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|
2016
Q2 | $2.73M | Buy |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $785K | Sell |
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|
2015
Q3 | $702K | Sell |
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|
2015
Q2 | $820K | Buy |
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|
2015
Q1 | $752K | Sell |
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|
2014
Q4 | $986K | Buy |
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|
2014
Q3 | $307K | Hold |
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|
2014
Q2 | $291K | Hold |
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|
2014
Q1 | $312K | Buy |
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