Principle Wealth Partners’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 | $536K | Sell |
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|
2025
Q2 | $610K | Sell |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $752K | Buy |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $499K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $929K | Buy |
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|
2022
Q4 | $913K | Sell |
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|
2022
Q3 | $903 | Sell |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $988K | Buy |
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|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $833K | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $563K | Sell |
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|
2020
Q2 | $565K | Hold |
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|
2020
Q1 | $536K | Sell |
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|
2019
Q4 | $809K | Buy |
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|
2019
Q3 | $239K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $299K | Buy |
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