Smith Salley 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 | $413K | Sell |
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|
2025
Q2 | $430K | Hold |
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|
2025
Q1 | $567K | Hold |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $782K | Buy |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $811K | Buy |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $541K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $817K | Sell |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $371K | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $535K | Buy |
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|
2017
Q4 | $508K | Buy |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $266K | Sell |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $3.5M | Sell |
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|
2016
Q3 | $3.24M | Buy |
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|
2016
Q2 | $3.66M | Buy |
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|
2016
Q1 | $2.66M | Buy |
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|
2015
Q4 | $2.83M | Sell |
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|
2015
Q3 | $2.45M | Buy |
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|
2015
Q2 | $2.66M | Sell |
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|
2015
Q1 | $2.95M | Sell |
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|
2014
Q4 | $2.87M | Buy |
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|
2014
Q3 | $2.22M | Buy |
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|
2014
Q2 | $1.42M | Buy |
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|
2014
Q1 | $693K | Buy |
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|
2013
Q4 | $547K | Buy |
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|
2013
Q3 | $287K | Buy |
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|
2013
Q2 | $222K | Buy |
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