Waverly 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 | $1.96M | Buy |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $609K | Buy |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $713K | Buy |
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|
2018
Q2 | $635K | Buy |
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|
2018
Q1 | $725K | Sell |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $947K | Buy |
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|
2017
Q1 | $821K | Buy |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $423K | Buy |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $12K | Sell |
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|
2014
Q3 | $17K | Sell |
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|
2014
Q2 | $67K | Buy |
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|
2014
Q1 | $23K | Sell |
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|
2013
Q4 | $336K | Buy |
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|
2013
Q3 | $278K | Buy |
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|
2013
Q2 | $268K | Buy |
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