Westbourne Investment Advisors’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 | $203K | Hold |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $473K | Hold |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $598K | Hold |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $512K | Sell |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $591K | Sell |
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|
2020
Q4 | $602K | Sell |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $719K | Sell |
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|
2020
Q1 | $849K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $2.21M | Sell |
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|
2018
Q3 | $2.77M | Sell |
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|
2018
Q2 | $2.56M | Buy |
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|
2018
Q1 | $2.69M | Sell |
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|
2017
Q4 | $3M | Sell |
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|
2017
Q3 | $3.19M | Sell |
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|
2017
Q2 | $2.82M | Buy |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q4 | $2.53M | Buy |
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|
2016
Q3 | $2.09M | Buy |
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|
2016
Q2 | $1.99M | Sell |
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|
2016
Q1 | $1.87M | Sell |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $1.7M | Buy |
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|
2015
Q2 | $1.8M | Buy |
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