Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $3.69M | Buy |
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|
2023
Q1 | $3.33M | Sell |
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|
2022
Q4 | $9.02M | Buy |
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|
2022
Q3 | $8.46M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $477K | Sell |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $104K | Sell |
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|
2019
Q2 | $122K | Buy |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $39K | Hold |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $45K | Sell |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $43K | Sell |
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|
2016
Q2 | $64K | Buy |
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|
2016
Q1 | $11K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Buy |
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