WealthPLAN Partners’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 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q1 | $760K | Sell |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $622K | Sell |
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|
2021
Q2 | $740K | Buy |
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|
2021
Q1 | $698K | Sell |
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|
2020
Q4 | $775K | Sell |
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|
2020
Q3 | $791K | Buy |
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|
2020
Q2 | $778K | Sell |
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|
2020
Q1 | $808K | Buy |
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|
2019
Q4 | $765K | Buy |
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|
2019
Q3 | $588K | Sell |
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|
2019
Q2 | $469K | Sell |
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|
2019
Q1 | $495K | Buy |
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|
2018
Q4 | $465K | Sell |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $360K | Sell |
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|
2017
Q3 | $401K | Sell |
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|
2017
Q2 | $792K | Buy |
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|
2017
Q1 | $54.5K | Buy |
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|
2016
Q3 | $817K | Sell |
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|
2016
Q2 | $1.08M | Buy |
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|
2015
Q4 | $995K | Buy |
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|
2015
Q2 | $665K | Sell |
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|
2015
Q1 | $708K | Buy |
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