Wealth Architects’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 | $286K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $637K | Buy |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $524K | Sell |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $577K | Buy |
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|
2021
Q1 | $507K | Buy |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $451K | Buy |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $336K | Sell |
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|
2018
Q1 | $389K | Hold |
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|
2017
Q4 | $377K | Sell |
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|
2017
Q3 | $410K | Sell |
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|
2017
Q2 | $367K | Sell |
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|
2017
Q1 | $380K | Buy |
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|
2016
Q4 | $405K | Buy |
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|
2016
Q3 | $372K | Sell |
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|
2016
Q2 | $522K | Sell |
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|
2016
Q1 | $462K | Sell |
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|
2015
Q4 | $513K | Sell |
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|
2015
Q3 | $465K | Sell |
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|
2015
Q2 | $551K | Hold |
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|
2015
Q1 | $534K | Buy |
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|
2014
Q4 | $471K | Buy |
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