Strategic Wealth Partners’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 | $271K | Buy |
|
|||||
|
2025
Q2 | $177K | Buy |
|
|||||
|
2024
Q4 | $279K | Sell |
|
|||||
|
2024
Q3 | $269K | Sell |
|
|||||
|
2024
Q2 | $225K | Sell |
|
|||||
|
2024
Q1 | $375K | Sell |
|
|||||
|
2023
Q4 | $405K | Sell |
|
|||||
|
2023
Q3 | $531K | Buy |
|
|||||
|
2023
Q2 | $520K | Sell |
|
|||||
|
2023
Q1 | $570K | Sell |
|
|||||
|
2022
Q4 | $605K | Buy |
|
|||||
|
2022
Q3 | $582K | Buy |
|
|||||
|
2022
Q2 | $607K | Sell |
|
|||||
|
2022
Q1 | $4.85M | Sell |
|
|||||
|
2021
Q4 | $4.47M | Buy |
|
|||||
|
2021
Q3 | $1.5M | Buy |
|
|||||
|
2021
Q2 | $1.32M | Sell |
|
|||||
|
2021
Q1 | $1.3M | Sell |
|
|||||
|
2020
Q4 | $1.36M | Sell |
|
|||||
|
2020
Q3 | $1.4M | Sell |
|
|||||
|
2020
Q2 | $1.63M | Buy |
|
|||||
|
2020
Q1 | $1.59M | Hold |
|
|||||
|
2019
Q4 | $1.59M | Sell |
|
|||||
|
2019
Q3 | $101K | Buy |
|
|||||
|
2019
Q2 | $105K | Buy |
|
|||||
|
2019
Q1 | $104K | Hold |
|
|||||
|
2018
Q4 | $106K | Hold |
|
|||||
|
2018
Q3 | $137K | Sell |
|
|||||
|
2018
Q2 | $128K | Sell |
|
|||||
|
2018
Q1 | $199K | Buy |
|
|||||
|
2017
Q4 | $195K | Buy |
|