Sheets Smith Wealth Management’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 | $208K | Sell |
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|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $4.3M | Buy |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $4.72M | Sell |
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|
2022
Q1 | $4.55M | Sell |
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|
2021
Q4 | $4.25M | Sell |
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|
2021
Q3 | $5.09M | Hold |
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|
2021
Q2 | $5.75M | Buy |
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|
2021
Q1 | $5.4M | Buy |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $994K | Buy |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $785K | Hold |
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|
2018
Q3 | $937K | Hold |
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|
2018
Q2 | $836K | Sell |
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|
2018
Q1 | $1.02M | Hold |
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|
2017
Q4 | $989K | Hold |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $901K | Hold |
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|
2017
Q1 | $880K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $803K | Sell |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $295K | Buy |
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|
2015
Q1 | $286K | Sell |
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|
2014
Q4 | $320K | Buy |
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|
2014
Q3 | $252K | Buy |
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|
2014
Q2 | $221K | Sell |
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|
2014
Q1 | $2.3M | Hold |
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|
2013
Q4 | $2.35M | Hold |
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|
2013
Q3 | $2.05M | Sell |
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|
2013
Q2 | $1.99M | Buy |
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