Waldron Private Wealth’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 | $539K | Hold |
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|
2025
Q2 | $553K | Sell |
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|
2025
Q1 | $754K | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $947K | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.39M | Hold |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $866K | Sell |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $910K | Sell |
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|
2020
Q2 | $895K | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $860K | Buy |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $233K | Hold |
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|
2017
Q3 | $243K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $475K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $230K | Sell |
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|
2016
Q2 | $326K | Buy |
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|
2016
Q1 | $269K | Buy |
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|
2015
Q4 | $280K | Buy |
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|
2015
Q3 | $240K | Buy |
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