1WA
180 Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
16,015
-2,339
| -13% | -$108K | 0.1% | 185 |
|
|
2025
Q1 | $1.12M | Sell |
18,354
-176
| -0.9% | -$10.7K | 0.18% | 122 |
|
|
2024
Q4 | $1.05M | Sell |
18,530
-24
| -0.1% | -$1.36K | 0.16% | 124 |
|
|
2024
Q3 | $960K | Buy |
18,554
+1,877
| +11% | +$97.1K | 0.15% | 139 |
|
|
2024
Q2 | $680K | Sell |
16,677
-526
| -3% | -$21.4K | 0.11% | 169 |
|
|
2024
Q1 | $933K | Sell |
17,203
-1,762
| -9% | -$95.6K | 0.17% | 127 |
|
|
2023
Q4 | $1M | Buy |
18,965
+522
| +3% | +$27.5K | 0.2% | 115 |
|
|
2023
Q3 | $1.07M | Sell |
18,443
-666
| -3% | -$38.7K | 0.24% | 103 |
|
|
2023
Q2 | $1.23M | Sell |
19,109
-289
| -1% | -$18.6K | 0.27% | 95 |
|
|
2023
Q1 | $1.34M | Sell |
19,398
-93
| -0.5% | -$6.45K | 0.31% | 88 |
|
|
2022
Q4 | $1.42M | Buy |
19,491
+1,396
| +8% | +$102K | 0.33% | 88 |
|
|
2022
Q3 | $1.29M | Sell |
18,095
-2,097
| -10% | -$149K | 0.35% | 80 |
|
|
2022
Q2 | $1.55M | Sell |
20,192
-2,177
| -10% | -$167K | 0.4% | 73 |
|
|
2022
Q1 | $1.71M | Sell |
22,369
-739
| -3% | -$56.5K | 0.37% | 76 |
|
|
2021
Q4 | $1.47M | Sell |
23,108
-265
| -1% | -$16.8K | 0.33% | 84 |
|
|
2021
Q3 | $1.36M | Buy |
23,373
+556
| +2% | +$32.4K | 0.3% | 91 |
|
|
2021
Q2 | $1.54M | Buy |
22,817
+602
| +3% | +$40.6K | 0.35% | 81 |
|
|
2021
Q1 | $1.49M | Buy |
22,215
+876
| +4% | +$58.8K | 0.37% | 79 |
|
|
2020
Q4 | $1.42M | Buy |
21,339
+1,090
| +5% | +$72.7K | 0.41% | 70 |
|
|
2020
Q3 | $1.23M | Buy |
20,249
+422
| +2% | +$25.6K | 0.46% | 57 |
|
|
2020
Q2 | $1.2M | Buy |
19,827
+818
| +4% | +$49.4K | 0.48% | 54 |
|
|
2020
Q1 | $1.05M | Buy |
19,009
+2,211
| +13% | +$122K | 0.54% | 49 |
|
|
2019
Q4 | $1.12M | Buy |
16,798
+11,060
| +193% | +$736K | 0.45% | 63 |
|
|
2019
Q3 | $296K | Buy |
5,738
+50
| +0.9% | +$2.58K | 0.13% | 192 |
|
|
2019
Q2 | $257K | Sell |
5,688
-1,461
| -20% | -$66K | 0.12% | 204 |
|
|
2019
Q1 | $338K | Sell |
7,149
-2,713
| -28% | -$128K | 0.15% | 170 |
|
|
2018
Q4 | $612K | Hold |
9,862
| – | – | 0.29% | 106 |
|
|
2018
Q3 | $612K | Buy |
9,862
+1,298
| +15% | +$80.5K | 0.28% | 107 |
|
|
2018
Q2 | $474K | Buy |
8,564
+2,246
| +36% | +$124K | 0.23% | 126 |
|
|
2018
Q1 | $402K | Buy |
6,318
+576
| +10% | +$36.7K | 0.21% | 133 |
|
|
2017
Q4 | $352K | Buy |
+5,742
| New | +$352K | 0.18% | 151 |
|