Summit Asset 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 | $275K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $448K | Hold |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $531K | Buy |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $309K | Hold |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $424K | Hold |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $434K | Sell |
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|
2017
Q3 | $459K | Sell |
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|
2017
Q2 | $411K | Sell |
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|
2017
Q1 | $423K | Sell |
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|
2016
Q4 | $484K | Hold |
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|
2016
Q3 | $446K | Buy |
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|
2016
Q2 | $607K | Sell |
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|
2016
Q1 | $545K | Hold |
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|
2015
Q4 | $587K | Sell |
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|
2015
Q3 | $536K | Hold |
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|
2015
Q2 | $602K | Sell |
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|
2015
Q1 | $584K | Buy |
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|
2014
Q4 | $507K | Sell |
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|
2014
Q3 | $454K | Sell |
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|
2014
Q2 | $440K | Sell |
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|
2014
Q1 | $482K | Sell |
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|
2013
Q4 | $498K | Hold |
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|
2013
Q3 | $434K | Sell |
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|
2013
Q2 | $433K | Buy |
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