Sovereign Financial Group’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 | $570K | Sell |
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|
2025
Q2 | $605K | Sell |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $804K | Sell |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $994K | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $962K | Buy |
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|
2022
Q3 | $847K | Sell |
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|
2022
Q2 | $920K | Sell |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $706K | Hold |
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|
2021
Q1 | $706K | Buy |
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|
2020
Q4 | $632K | Buy |
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