Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $356K | Buy |
|
|||||
|
2025
Q2 | $282K | Sell |
|
|||||
|
2025
Q1 | $387K | Buy |
|
|||||
|
2024
Q4 | $341K | Sell |
|
|||||
|
2024
Q3 | $419K | Buy |
|
|||||
|
2024
Q2 | $316K | Sell |
|
|||||
|
2024
Q1 | $743K | Sell |
|
|||||
|
2023
Q4 | $711K | Buy |
|
|||||
|
2023
Q3 | $788K | Buy |
|
|||||
|
2023
Q2 | $774K | Buy |
|
|||||
|
2023
Q1 | $838K | Buy |
|
|||||
|
2022
Q4 | $850K | Sell |
|
|||||
|
2022
Q3 | $939K | Sell |
|
|||||
|
2022
Q2 | $1.05M | Sell |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $1.03M | Buy |
|
|||||
|
2021
Q2 | $980K | Sell |
|
|||||
|
2021
Q1 | $929K | Sell |
|
|||||
|
2020
Q4 | $933K | Buy |
|