Moneta Group Investment 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 | $1.64M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $657K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $415K | Buy |
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|
2019
Q2 | $353K | Sell |
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|
2019
Q1 | $500K | Buy |
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|
2018
Q4 | $471K | Buy |
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|
2018
Q3 | $532K | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $614K | Buy |
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|
2017
Q4 | $282K | Buy |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $374K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $417K | Sell |
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|
2016
Q3 | $401K | Sell |
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|
2016
Q2 | $738K | Buy |
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|
2016
Q1 | $583K | Buy |
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|
2015
Q4 | $454K | Sell |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $518K | Sell |
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|
2015
Q1 | $847K | Sell |
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|
2014
Q4 | $788K | Sell |
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|
2014
Q3 | $773K | Buy |
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|
2014
Q2 | $710K | Buy |
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|
2014
Q1 | $755K | Sell |
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|
2013
Q4 | $792K | Sell |
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|
2013
Q3 | $702K | Buy |
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|
2013
Q2 | $655K | Buy |
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