Sheets Smith Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Sheets Smith Wealth Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Sell	4,308 -824	-16%	-$47.3K	0.02%	371
2026 Q1	$311K	Buy	5,132 +3	+0.1%	+$175	0.04%	345
2025 Q4	$277K	Buy	5,129 +518	+11%	+$24.9K	0.03%	359
2025 Q3	$208K	Sell	4,611 -599	-11%	-$28K	0.02%	391
2025 Q2	$241K	Buy	5,210 +1	+0%	+$49	0.03%	372
2025 Q1	$318K	Buy	5,209 +1	+0%	+$58	0.04%	297
2024 Q4	$295K	Buy	5,208 +20	+0.4%	+$1.12K	0.04%	315
2024 Q3	$268K	Sell	5,188 -239	-4%	-$11.2K	0.03%	326
2024 Q2	$225K	Sell	5,427 -35,474	-87%	-$1.59M	0.03%	351
2024 Q1	$2.22M	Sell	40,901 -21,107	-34%	-$1.08M	0.25%	93
2023 Q4	$2.61M	Buy	62,008 +1,917	+3%	+$101K	0.37%	71
2023 Q3	$3.49M	Sell	60,091 -1,847	-3%	-$113K	0.53%	49
2023 Q2	$3.96M	Sell	61,938 -46	-0.1%	-$3.08K	0.58%	46
2023 Q1	$4.3M	Buy	61,984 +316	+0.5%	+$22.3K	0.66%	40
2022 Q4	$4.44M	Buy	61,668 +260	+0.4%	+$19.6K	0.69%	39
2022 Q3	$4.37M	Buy	61,408 +90	+0.1%	+$6.53K	0.73%	36
2022 Q2	$4.72M	Sell	61,318 -999	-2%	-$76.1K	0.78%	35
2022 Q1	$4.55M	Sell	62,317 -5,933	-9%	-$398K	0.63%	39
2021 Q4	$4.25M	Sell	68,250 -17,783	-21%	-$1.04M	0.53%	50
2021 Q3	$5.09M	Hold	86,033	–	–	0.69%	37
2021 Q2	$5.75M	Buy	86,033 +490	+0.6%	+$32K	0.77%	33
2021 Q1	$5.4M	Buy	85,543 +79,415	+1,296%	+$4.94M	0.79%	34
2020 Q4	$380K	Sell	6,128 -10,357	-63%	-$637K	0.06%	242
2020 Q3	$994K	Buy	16,485 +10,318	+167%	+$621K	0.17%	115
2020 Q2	$363K	Sell	6,167 -13,869	-69%	-$830K	0.07%	188
2020 Q1	$1.12M	Sell	20,036 -5,526	-22%	-$338K	0.23%	102
2019 Q4	$1.63M	Buy	+25,562	New	+$1.46M	0.31%	82
2019 Q1	–	Sell	-15,100	Closed	-$785K	–	315
2018 Q4	$785K	Hold	15,100	–	–	0.21%	123
2018 Q3	$937K	Hold	15,100	–	–	0.19%	132
2018 Q2	$836K	Sell	15,100 -1,039	-6%	-$56.1K	0.2%	127
2018 Q1	$1.02M	Hold	16,139	–	–	0.25%	110
2017 Q4	$989K	Hold	16,139	–	–	0.23%	119
2017 Q3	$1.03M	Sell	16,139 -40	-0.2%	-$2.34K	0.26%	104
2017 Q2	$901K	Hold	16,179	–	–	0.24%	118
2017 Q1	$880K	Buy	+16,179	New	+$887K	0.23%	124
2016 Q3	–	Sell	-19,822	Closed	-$1.46M	–	265
2016 Q2	$1.46M	Buy	19,822 +7,256	+58%	+$513K	0.42%	68
2016 Q1	$803K	Sell	12,566 -7,482	-37%	-$472K	0.25%	128
2015 Q4	$1.38M	Buy	20,048 +15,604	+351%	+$1.03M	0.42%	71
2015 Q3	$263K	Buy	4,444 +5	+0.1%	+$317	0.09%	172
2015 Q2	$295K	Buy	4,439 +5	+0.1%	+$330	0.08%	189
2015 Q1	$286K	Sell	4,434 -994	-18%	-$62.2K	0.08%	191
2014 Q4	$320K	Buy	5,428 +502	+10%	+$28.3K	0.08%	190
2014 Q3	$252K	Buy	4,926 +376	+8%	+$18.8K	0.07%	209
2014 Q2	$221K	Sell	4,550 -39,725	-90%	-$1.96M	0.06%	233
2014 Q1	$2.3M	Hold	44,275	–	–	0.64%	48
2013 Q4	$2.35M	Hold	44,275	–	–	0.65%	44
2013 Q3	$2.05M	Sell	44,275 -320	-0.7%	-$14K	0.67%	44
2013 Q2	$1.99M	Buy	+44,595	New	+$1.94M	0.68%	46