SFMG 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 | $1.09M | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.72M | Sell |
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|
2020
Q4 | $2.79M | Sell |
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|
2020
Q3 | $2.72M | Buy |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $549K | Buy |
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|
2019
Q4 | $589K | Buy |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $371K | Hold |
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|
2018
Q4 | $405K | Hold |
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|
2018
Q3 | $395K | Sell |
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|
2018
Q2 | $437K | Buy |
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|
2018
Q1 | $392K | Sell |
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|
2017
Q4 | $392K | Buy |
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|
2017
Q3 | $395K | Hold |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $428K | Buy |
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|
2016
Q3 | $266K | Hold |
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|
2016
Q2 | $363K | Hold |
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|
2016
Q1 | $316K | Hold |
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|
2015
Q4 | $340K | Buy |
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|
2015
Q3 | $260K | Sell |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $613K | Buy |
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|
2014
Q4 | $284K | Sell |
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|
2014
Q3 | $256K | Buy |
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|
2014
Q2 | $236K | Sell |
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|
2014
Q1 | $284K | Buy |
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|
2013
Q4 | $285K | Sell |
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|
2013
Q3 | $271K | Sell |
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|
2013
Q2 | $262K | Buy |
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