Alliance Wealth Advisors (Pennsylvania)’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,207
| Closed | -$257K | – | 142 |
|
|
2025
Q1 | $257K | Buy |
4,207
+8
| +0.2% | +$488 | 0.15% | 118 |
|
|
2024
Q4 | $237K | Buy |
+4,199
| New | +$237K | 0.13% | 128 |
|
|
2024
Q2 | – | Sell |
-3,707
| Closed | -$201K | – | 134 |
|
|
2024
Q1 | $201K | Buy |
+3,707
| New | +$201K | 0.13% | 128 |
|
|
2023
Q4 | – | Sell |
-3,690
| Closed | -$214K | – | 128 |
|
|
2023
Q3 | $214K | Buy |
3,690
+7
| +0.2% | +$406 | 0.15% | 119 |
|
|
2023
Q2 | $236K | Buy |
3,683
+6
| +0.2% | +$384 | 0.17% | 115 |
|
|
2023
Q1 | $255K | Buy |
3,677
+6
| +0.2% | +$416 | 0.19% | 102 |
|
|
2022
Q4 | $264K | Sell |
3,671
-1,115
| -23% | -$80.2K | 0.22% | 92 |
|
|
2022
Q3 | $340K | Sell |
4,786
-759
| -14% | -$53.9K | 0.32% | 70 |
|
|
2022
Q2 | $427K | Sell |
5,545
-234
| -4% | -$18K | 0.37% | 60 |
|
|
2022
Q1 | $422K | Sell |
5,779
-895
| -13% | -$65.4K | 0.35% | 64 |
|
|
2021
Q4 | $416K | Buy |
6,674
+6
| +0.1% | +$374 | 0.34% | 70 |
|
|
2021
Q3 | $395K | Buy |
6,668
+5
| +0.1% | +$296 | 0.35% | 70 |
|
|
2021
Q2 | $445K | Sell |
6,663
-194
| -3% | -$13K | 0.4% | 65 |
|
|
2021
Q1 | $433K | Sell |
6,857
-895
| -12% | -$56.5K | 0.43% | 60 |
|
|
2020
Q4 | $481K | Buy |
+7,752
| New | +$481K | 0.5% | 50 |
|