WMS 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
Q1 | – | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $862K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.92M | Sell |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $395K | Buy |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $313K | Sell |
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|
2018
Q3 | $393K | Buy |
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|
2018
Q2 | $350K | Sell |
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|
2018
Q1 | $411K | Buy |
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|
2017
Q4 | $378K | Sell |
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|
2017
Q3 | $399K | Sell |
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|
2017
Q2 | $350K | Sell |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $495K | Sell |
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|
2016
Q3 | $478K | Buy |
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|
2016
Q2 | $418K | Buy |
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|
2016
Q1 | $319K | Sell |
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|
2015
Q4 | $397K | Buy |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $465K | Sell |
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|
2015
Q1 | $560K | Buy |
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|
2014
Q4 | $462K | Buy |
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|
2014
Q3 | $358K | Hold |
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|
2014
Q2 | $339K | Sell |
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|
2014
Q1 | $403K | Buy |
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|
2013
Q4 | $410K | Sell |
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|
2013
Q3 | $571K | Buy |
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|
2013
Q2 | $536K | Buy |
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