Matrix Asset Advisors’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 | – | Sell |
|
|||||
|
2025
Q2 | $219K | Buy |
|
|||||
|
2025
Q1 | $250K | Sell |
|
|||||
|
2024
Q4 | $308K | Sell |
|
|||||
|
2024
Q3 | $291K | Buy |
|
|||||
|
2024
Q2 | $233K | Buy |
|
|||||
|
2024
Q1 | $301K | Buy |
|
|||||
|
2023
Q4 | $279K | Hold |
|
|||||
|
2023
Q3 | $316K | Hold |
|
|||||
|
2023
Q2 | $348K | Sell |
|
|||||
|
2023
Q1 | $378K | Sell |
|
|||||
|
2022
Q4 | $478K | Hold |
|
|||||
|
2022
Q3 | $473K | Sell |
|
|||||
|
2022
Q2 | $515K | Sell |
|
|||||
|
2022
Q1 | $525K | Sell |
|
|||||
|
2021
Q4 | $510K | Sell |
|
|||||
|
2021
Q3 | $485K | Buy |
|
|||||
|
2021
Q2 | $547K | Buy |
|
|||||
|
2021
Q1 | $515K | Sell |
|
|||||
|
2020
Q4 | $661K | Buy |
|
|||||
|
2020
Q3 | $642K | Buy |
|
|||||
|
2020
Q2 | $625K | Sell |
|
|||||
|
2020
Q1 | $593K | Sell |
|
|||||
|
2019
Q4 | $751K | Sell |
|
|||||
|
2019
Q3 | $624K | Hold |
|
|||||
|
2019
Q2 | $558K | Buy |
|
|||||
|
2019
Q1 | $587K | Sell |
|
|||||
|
2018
Q4 | $792K | Sell |
|
|||||
|
2018
Q3 | $1.07M | Hold |
|
|||||
|
2018
Q2 | $954K | Sell |
|
|||||
|
2018
Q1 | $1.13M | Sell |
|
|||||
|
2017
Q4 | $1.1M | Sell |
|
|||||
|
2017
Q3 | $1.15M | Buy |
|