WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $997K | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $5.49M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $364K | Sell |
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|
2019
Q2 | $507K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $201K | Buy |
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