Axxcess Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
65,766
+836
| +1% | +$38.7K | 0.07% | 216 |
|
|
2025
Q1 | $3.96M | Sell |
64,930
-3,600
| -5% | -$220K | 0.11% | 160 |
|
|
2024
Q4 | $3.88M | Sell |
68,530
-5,823
| -8% | -$329K | 0.09% | 161 |
|
|
2024
Q3 | $3.85M | Sell |
74,353
-2,605
| -3% | -$135K | 0.09% | 162 |
|
|
2024
Q2 | $3.2M | Buy |
76,958
+3,404
| +5% | +$141K | 0.08% | 184 |
|
|
2024
Q1 | $3.99M | Buy |
73,554
+13,414
| +22% | +$727K | 0.11% | 153 |
|
|
2023
Q4 | $3.09M | Buy |
60,140
+15,585
| +35% | +$800K | 0.09% | 179 |
|
|
2023
Q3 | $2.59M | Buy |
44,555
+25,403
| +133% | +$1.47M | 0.09% | 167 |
|
|
2023
Q2 | $1.22M | Sell |
19,152
-9,611
| -33% | -$615K | 0.09% | 194 |
|
|
2023
Q1 | $1.99M | Sell |
28,763
-307
| -1% | -$21.3K | 0.15% | 134 |
|
|
2022
Q4 | $2.09M | Buy |
29,070
+6,605
| +29% | +$475K | 0.17% | 119 |
|
|
2022
Q3 | $1.6M | Sell |
22,465
-274
| -1% | -$19.5K | 0.15% | 132 |
|
|
2022
Q2 | $1.75M | Buy |
22,739
+2,160
| +10% | +$166K | 0.16% | 124 |
|
|
2022
Q1 | $1.5M | Buy |
20,579
+79
| +0.4% | +$5.77K | 0.12% | 141 |
|
|
2021
Q4 | $1.28M | Buy |
+20,500
| New | +$1.28M | 0.09% | 170 |
|