Regent Peak Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $321K | Buy |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $348K | Buy |
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