WealthPlan Investment 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 | $360K | Sell |
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|
2025
Q2 | $509K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q1 | $760K | Buy |
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