Summit Financial Wealth Advisors’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 | $524K | Sell |
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|
2025
Q2 | $604K | Buy |
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|
2025
Q1 | $734K | Hold |
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|
2024
Q4 | $722K | Buy |
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|
2024
Q3 | $500K | Buy |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $817K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $1.78M | Sell |
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|
2019
Q4 | $2.56M | Buy |
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|
2019
Q3 | $1.87M | Sell |
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|
2019
Q2 | $2.34M | Sell |
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|
2019
Q1 | $2.48M | Buy |
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|
2018
Q4 | $2.23M | Buy |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | $2.5M | Sell |
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|
2017
Q2 | $3.05M | Sell |
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|
2017
Q1 | $3.07M | Buy |
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|
2016
Q4 | $3.09M | Sell |
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|
2016
Q3 | $2.9M | Buy |
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|
2016
Q2 | $3.35M | Sell |
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|
2016
Q1 | $2.91M | Sell |
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|
2015
Q4 | $3.14M | Buy |
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|
2015
Q3 | $2.31M | Hold |
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|
2015
Q2 | $2.6M | Hold |
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|
2015
Q1 | $2.63M | Sell |
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|
2014
Q4 | $2.64M | Buy |
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