Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Buy |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $150K | Buy |
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|
2024
Q2 | $55.7K | Buy |
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|
2024
Q1 | $65.7K | Buy |
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|
2023
Q4 | $44.9K | Buy |
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|
2023
Q3 | $43.1K | Sell |
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|
2023
Q2 | $47.9K | Sell |
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|
2023
Q1 | $53K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $510K | Buy |
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|
2020
Q1 | $356K | Buy |
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