Modera 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 | $937K | Sell |
|
|||||
|
2025
Q2 | $1.19M | Sell |
|
|||||
|
2025
Q1 | $1.6M | Sell |
|
|||||
|
2024
Q4 | $1.52M | Sell |
|
|||||
|
2024
Q3 | $1.58M | Buy |
|
|||||
|
2024
Q2 | $1.21M | Sell |
|
|||||
|
2024
Q1 | $5.79M | Sell |
|
|||||
|
2023
Q4 | $6.14M | Sell |
|
|||||
|
2023
Q3 | $9.59M | Sell |
|
|||||
|
2023
Q2 | $12.1M | Buy |
|
|||||
|
2023
Q1 | $962K | Sell |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $945K | Buy |
|
|||||
|
2022
Q2 | $1.01M | Buy |
|
|||||
|
2022
Q1 | $777K | Buy |
|
|||||
|
2021
Q4 | $598K | Sell |
|
|||||
|
2021
Q3 | $632K | Buy |
|
|||||
|
2021
Q2 | $484K | Sell |
|
|||||
|
2021
Q1 | $585K | Sell |
|
|||||
|
2020
Q4 | $749K | Buy |
|
|||||
|
2020
Q3 | $521K | Hold |
|
|||||
|
2020
Q2 | $508K | Sell |
|
|||||
|
2020
Q1 | $615K | Buy |
|
|||||
|
2019
Q4 | $661K | Buy |
|
|||||
|
2019
Q3 | $466K | Buy |
|
|||||
|
2019
Q2 | $324K | Buy |
|
|||||
|
2019
Q1 | $259K | Sell |
|
|||||
|
2018
Q4 | $289K | Buy |
|
|||||
|
2018
Q3 | $331K | Sell |
|
|||||
|
2018
Q2 | $341K | Sell |
|
|||||
|
2018
Q1 | $406K | Buy |
|
|||||
|
2017
Q4 | $320K | Buy |
|
|||||
|
2017
Q3 | $333K | Sell |
|
|||||
|
2017
Q2 | $299K | Buy |
|
|||||
|
2017
Q1 | $292K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $230K | Sell |
|
|||||
|
2016
Q1 | $214K | Sell |
|
|||||
|
2015
Q4 | $591K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $213K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $546K | Buy |
|
|||||
|
2013
Q3 | $382K | Hold |
|
|||||
|
2013
Q2 | $368K | Buy |
|