Polaris Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $961K | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $26.3M | Buy |
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|
2022
Q1 | $16.7M | Sell |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $28.9M | Buy |
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|
2021
Q1 | $24.4M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $4.57M | Buy |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $21.6M | Sell |
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|
2018
Q1 | $22.2M | Buy |
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|
2017
Q4 | $19M | Buy |
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|
2017
Q3 | $18.7M | Buy |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $15.1M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $11K | Buy |
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