Summit Trail 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 | $2.76M | Sell |
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|
2025
Q2 | $2.85M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $886K | Buy |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $743K | Buy |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $237K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $256K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $503K | Buy |
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