APP
Avantax Planning Partners’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
60,419
+3,542
| +6% | +$164K | 0.09% | 118 |
|
|
2025
Q1 | $3.47M | Sell |
56,877
-6,484
| -10% | -$395K | 0.12% | 97 |
|
|
2024
Q4 | $3.58M | Buy |
63,361
+1,705
| +3% | +$96.4K | 0.13% | 96 |
|
|
2024
Q3 | $3.19M | Buy |
61,656
+52,158
| +549% | +$2.7M | 0.11% | 102 |
|
|
2024
Q2 | $394K | Sell |
9,498
-1,837
| -16% | -$76.3K | 0.01% | 322 |
|
|
2024
Q1 | $615K | Buy |
11,335
+2,137
| +23% | +$116K | 0.02% | 265 |
|
|
2023
Q4 | $472K | Buy |
9,198
+1,000
| +12% | +$51.3K | 0.02% | 244 |
|
|
2023
Q3 | $476K | Sell |
8,198
-347
| -4% | -$20.1K | 0.02% | 231 |
|
|
2023
Q2 | $546K | Sell |
8,545
-1,296
| -13% | -$82.9K | 0.02% | 223 |
|
|
2023
Q1 | $682K | Sell |
9,841
-18
| -0.2% | -$1.25K | 0.03% | 207 |
|
|
2022
Q4 | $709K | Sell |
9,859
-308
| -3% | -$22.2K | 0.03% | 200 |
|
|
2022
Q3 | $723K | Sell |
10,167
-4,726
| -32% | -$336K | 0.03% | 191 |
|
|
2022
Q2 | $1.15M | Sell |
14,893
-1,473
| -9% | -$113K | 0.05% | 142 |
|
|
2022
Q1 | $1.2M | Sell |
16,366
-17,721
| -52% | -$1.29M | 0.05% | 144 |
|
|
2021
Q4 | $2.13M | Sell |
34,087
-1,398
| -4% | -$87.2K | 0.09% | 97 |
|
|
2021
Q3 | $2.1M | Sell |
35,485
-7,314
| -17% | -$433K | 0.1% | 83 |
|
|
2021
Q2 | $2.86M | Buy |
42,799
+11,187
| +35% | +$748K | 0.13% | 66 |
|
|
2021
Q1 | $2M | Sell |
31,612
-1,910
| -6% | -$121K | 0.1% | 85 |
|
|
2020
Q4 | $2.08M | Sell |
33,522
-4,603
| -12% | -$285K | 0.11% | 79 |
|
|
2020
Q3 | $2.3M | Sell |
38,125
-633
| -2% | -$38.2K | 0.12% | 72 |
|
|
2020
Q2 | $2.28M | Buy |
38,758
+2,767
| +8% | +$163K | 0.13% | 66 |
|
|
2020
Q1 | $2.01M | Buy |
35,991
+17,163
| +91% | +$957K | 0.14% | 60 |
|
|
2019
Q4 | $1.21M | Buy |
18,828
+2,242
| +14% | +$144K | 0.07% | 100 |
|
|
2019
Q3 | $841K | Buy |
16,586
+300
| +2% | +$15.2K | 0.05% | 123 |
|
|
2019
Q2 | $745K | Sell |
16,286
-876
| -5% | -$40.1K | 0.05% | 131 |
|
|
2019
Q1 | $819K | Buy |
17,162
+1,502
| +10% | +$71.7K | 0.06% | 116 |
|
|
2018
Q4 | $814K | Sell |
15,660
-126
| -0.8% | -$6.55K | 0.06% | 108 |
|
|
2018
Q3 | $980K | Buy |
15,786
+1,448
| +10% | +$89.9K | 0.08% | 79 |
|
|
2018
Q2 | $794K | Sell |
14,338
-1,418
| -9% | -$78.5K | 0.07% | 98 |
|
|
2018
Q1 | $997K | Buy |
15,756
+223
| +1% | +$14.1K | 0.09% | 99 |
|
|
2017
Q4 | $952K | Sell |
15,533
-1,660
| -10% | -$102K | 0.09% | 102 |
|
|
2017
Q3 | $1.1M | Buy |
17,193
+1,890
| +12% | +$120K | 0.09% | 108 |
|
|
2017
Q2 | $853K | Buy |
15,303
+2,979
| +24% | +$166K | 0.07% | 127 |
|
|
2017
Q1 | $670K | Buy |
12,324
+675
| +6% | +$36.7K | 0.06% | 150 |
|
|
2016
Q4 | $681K | Buy |
+11,649
| New | +$681K | 0.07% | 134 |
|