Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $167K | Sell |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $722 | Sell |
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|
2020
Q4 | $912K | Sell |
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|
2020
Q3 | $889K | Buy |
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|
2020
Q2 | $863K | Buy |
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|
2020
Q1 | $799K | Buy |
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|
2019
Q4 | $914K | Buy |
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