Measured Wealth Private Client Group’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 | $409K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $499K | Buy |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $388K | Hold |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $477K | Hold |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $644K | Sell |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $526K | Sell |
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|
2019
Q4 | $634K | Sell |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $216K | Sell |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $259K | Buy |
|