Xcel Wealth 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
Q2 | $960K | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $838K | Buy |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.19M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $3.23M | Sell |
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|
2022
Q1 | $6.18M | Sell |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $9.74M | Buy |
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|
2021
Q2 | $9.22M | Sell |
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|
2021
Q1 | $9.66M | Buy |
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|
2020
Q4 | $7.34M | Buy |
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|
2020
Q3 | $7.05M | Buy |
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|
2020
Q2 | $5.92M | Buy |
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|
2020
Q1 | $4.24M | Buy |
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|
2019
Q4 | $1.25M | Buy |
|