AOWM
Alpha Omega Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
29,940
-190
| -0.6% | -$8.8K | 0.25% | 101 |
|
|
2025
Q1 | $1.84M | Buy |
30,130
+439
| +1% | +$26.8K | 0.35% | 82 |
|
|
2024
Q4 | $1.68M | Buy |
29,691
+257
| +0.9% | +$14.5K | 0.32% | 88 |
|
|
2024
Q3 | $1.52M | Sell |
29,434
-1,664
| -5% | -$86.1K | 0.28% | 95 |
|
|
2024
Q2 | $1.29M | Sell |
31,098
-5,873
| -16% | -$244K | 0.25% | 98 |
|
|
2024
Q1 | $2M | Sell |
36,971
-674
| -2% | -$36.6K | 0.37% | 83 |
|
|
2023
Q4 | $1.93M | Sell |
37,645
-300
| -0.8% | -$15.4K | 0.32% | 84 |
|
|
2023
Q3 | $2.2M | Sell |
37,945
-2,619
| -6% | -$152K | 0.38% | 75 |
|
|
2023
Q2 | $2.59M | Sell |
40,564
-471
| -1% | -$30.1K | 0.44% | 63 |
|
|
2023
Q1 | $2.84M | Sell |
41,035
-476
| -1% | -$33K | 0.49% | 57 |
|
|
2022
Q4 | $2.99M | Sell |
41,511
-600
| -1% | -$43.2K | 0.53% | 56 |
|
|
2022
Q3 | $2.99M | Sell |
42,111
-717
| -2% | -$51K | 0.57% | 56 |
|
|
2022
Q2 | $3.3M | Sell |
42,828
-939
| -2% | -$72.3K | 0.59% | 52 |
|
|
2022
Q1 | $3.2M | Sell |
43,767
-443
| -1% | -$32.3K | 0.51% | 58 |
|
|
2021
Q4 | $2.86M | Sell |
44,210
-447
| -1% | -$28.9K | 0.44% | 69 |
|
|
2021
Q3 | $2.64M | Buy |
44,657
+645
| +1% | +$38.2K | 0.43% | 71 |
|
|
2021
Q2 | $2.94M | Sell |
44,012
-499
| -1% | -$33.3K | 0.48% | 65 |
|
|
2021
Q1 | $2.81M | Sell |
44,511
-315
| -0.7% | -$19.9K | 0.49% | 62 |
|
|
2020
Q4 | $2.78M | Sell |
44,826
-912
| -2% | -$56.6K | 0.47% | 59 |
|
|
2020
Q3 | $2.76M | Sell |
45,738
-50
| -0.1% | -$3.02K | 0.39% | 52 |
|
|
2020
Q2 | $2.69M | Sell |
45,788
-355
| -0.8% | -$20.9K | 0.41% | 51 |
|
|
2020
Q1 | $2.57M | Sell |
46,143
-103
| -0.2% | -$5.74K | 0.47% | 44 |
|
|
2019
Q4 | $2.97M | Buy |
46,246
+1,217
| +3% | +$78.1K | 0.48% | 53 |
|
|
2019
Q3 | $2.61M | Buy |
45,029
+31,680
| +237% | +$1.84M | 0.42% | 58 |
|
|
2019
Q2 | $605K | Sell |
13,349
-100
| -0.7% | -$4.53K | 0.26% | 77 |
|
|
2019
Q1 | $642K | Buy |
13,449
+330
| +3% | +$15.8K | 0.29% | 72 |
|
|
2018
Q4 | $682K | Buy |
13,119
+94
| +0.7% | +$4.89K | 0.34% | 64 |
|
|
2018
Q3 | $809K | Hold |
13,025
| – | – | 0.36% | 60 |
|
|
2018
Q2 | $721K | Sell |
13,025
-807
| -6% | -$44.7K | 0.35% | 63 |
|
|
2018
Q1 | $875K | Buy |
13,832
+110
| +0.8% | +$6.96K | 0.44% | 57 |
|
|
2017
Q4 | $841K | Sell |
13,722
-250
| -2% | -$15.3K | 0.41% | 60 |
|
|
2017
Q3 | $891K | Sell |
13,972
-608
| -4% | -$38.8K | 0.44% | 57 |
|
|
2017
Q2 | $812K | Hold |
14,580
| – | – | 0.42% | 61 |
|
|
2017
Q1 | $793K | Buy |
14,580
+600
| +4% | +$32.6K | 0.42% | 59 |
|
|
2016
Q4 | $817K | Buy |
13,980
+13,972
| +174,650% | +$817K | 0.43% | 59 |
|
|
2016
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 216 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 211 |
|
|
2016
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 212 |
|
|
2015
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 204 |
|