Wealth Advisors of Iowa’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
Q2 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $266K | Buy |
|
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $342K | Sell |
|
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $286K | Buy |
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