Smallwood Wealth Investment 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 | $297K | Hold |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $640K | Buy |
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|
2022
Q1 | $523K | Buy |
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