One Charles Private Wealth Services’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 | $298K | Sell |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $718K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $946K | Buy |
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|
2021
Q4 | $792K | Sell |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $854K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $801K | Buy |
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|
2020
Q1 | $698K | Sell |
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|
2019
Q4 | $946K | Buy |
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