ATFA
All Terrain Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,606
| Closed | -$317K | – | 84 |
|
|
2024
Q4 | $317K | Hold |
5,606
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $290K | Hold |
5,606
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $233K | Hold |
5,606
| – | – | 0.09% | 78 |
|
|
2024
Q1 | $304K | Sell |
5,606
-1,182
| -17% | -$64.1K | 0.12% | 65 |
|
|
2023
Q4 | $348K | Hold |
6,788
| – | – | 0.13% | 52 |
|
|
2023
Q3 | $394K | Hold |
6,788
| – | – | 0.17% | 47 |
|
|
2023
Q2 | $434K | Hold |
6,788
| – | – | 0.16% | 48 |
|
|
2023
Q1 | $470K | Hold |
6,788
| – | – | 0.19% | 45 |
|
|
2022
Q4 | $488K | Hold |
6,788
| – | – | 0.22% | 45 |
|
|
2022
Q3 | $483K | Hold |
6,788
| – | – | 0.21% | 42 |
|
|
2022
Q2 | $523K | Hold |
6,788
| – | – | 0.22% | 43 |
|
|
2022
Q1 | $496K | Hold |
6,788
| – | – | 0.2% | 45 |
|
|
2021
Q4 | $423K | Sell |
6,788
-440
| -6% | -$27.4K | 0.17% | 48 |
|
|
2021
Q3 | $428K | Hold |
7,228
| – | – | 0.19% | 49 |
|
|
2021
Q2 | $483K | Sell |
7,228
-566
| -7% | -$37.8K | 0.22% | 47 |
|
|
2021
Q1 | $492K | Sell |
7,794
-300
| -4% | -$18.9K | 0.22% | 47 |
|
|
2020
Q4 | $502K | Hold |
8,094
| – | – | 0.2% | 49 |
|
|
2020
Q3 | $488K | Buy |
8,094
+1,000
| +14% | +$60.3K | 0.17% | 46 |
|
|
2020
Q2 | $417K | Buy |
7,094
+1,000
| +16% | +$58.8K | 0.17% | 49 |
|
|
2020
Q1 | $340K | Hold |
6,094
| – | – | 0.14% | 65 |
|
|
2019
Q4 | $391K | Buy |
6,094
+1,401
| +30% | +$89.9K | 0.13% | 73 |
|
|
2019
Q3 | $238K | Sell |
4,693
-1,048
| -18% | -$53.1K | 0.08% | 107 |
|
|
2019
Q2 | $260K | Sell |
5,741
-131
| -2% | -$5.93K | 0.09% | 101 |
|
|
2019
Q1 | $280K | Buy |
5,872
+500
| +9% | +$23.8K | 0.1% | 96 |
|
|
2018
Q4 | $279K | Sell |
5,372
-265
| -5% | -$13.8K | 0.11% | 95 |
|
|
2018
Q3 | $350K | Sell |
5,637
-2,147
| -28% | -$133K | 0.14% | 93 |
|
|
2018
Q2 | $431K | Buy |
7,784
+806
| +12% | +$44.6K | 0.19% | 78 |
|
|
2018
Q1 | $441K | Sell |
6,978
-1,000
| -13% | -$63.2K | 0.2% | 74 |
|
|
2017
Q4 | $489K | Buy |
+7,978
| New | +$489K | 0.22% | 69 |
|