BRWA
B. Riley Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Buy |
+143,311
| New | +$6.63M | 0.31% | 63 |
|
|
2024
Q4 | $8.34M | Sell |
147,366
-5,744
| -4% | -$325K | 0.27% | 73 |
|
|
2024
Q3 | $8.09M | Sell |
153,110
-9,985
| -6% | -$528K | 0.23% | 97 |
|
|
2024
Q2 | $6.77M | Sell |
163,095
-22,768
| -12% | -$946K | 0.17% | 124 |
|
|
2024
Q1 | $10.8M | Buy |
185,863
+22,462
| +14% | +$1.3M | 0.29% | 74 |
|
|
2023
Q4 | $8.38M | Sell |
163,401
-22,462
| -12% | -$1.15M | 0.23% | 98 |
|
|
2023
Q3 | $10.8M | Sell |
185,863
-261,399
| -58% | -$15.2M | 0.29% | 74 |
|
|
2023
Q2 | $28.6M | Buy |
447,262
+232,490
| +108% | +$14.9M | 0.64% | 22 |
|
|
2023
Q1 | $14.9M | Buy |
214,772
+3,684
| +2% | +$255K | 0.4% | 50 |
|
|
2022
Q4 | $15.2M | Buy |
211,088
+11,577
| +6% | +$833K | 0.43% | 49 |
|
|
2022
Q3 | $14.2M | Buy |
199,511
+80,637
| +68% | +$5.73M | 0.43% | 49 |
|
|
2022
Q2 | $9.15M | Sell |
118,874
-14,987
| -11% | -$1.15M | 0.39% | 55 |
|
|
2022
Q1 | $9.78M | Sell |
133,861
-4,459
| -3% | -$326K | 0.32% | 61 |
|
|
2021
Q4 | $8.63M | Sell |
138,320
-685
| -0.5% | -$42.7K | 0.25% | 86 |
|
|
2021
Q3 | $8.26M | Buy |
139,005
+6,910
| +5% | +$411K | 0.26% | 75 |
|
|
2021
Q2 | $8.81M | Buy |
132,095
+11,663
| +10% | +$778K | 0.29% | 72 |
|
|
2021
Q1 | $7.6M | Buy |
120,432
+25,509
| +27% | +$1.61M | 0.27% | 81 |
|
|
2020
Q4 | $5.89M | Sell |
94,923
-24,930
| -21% | -$1.55M | 0.32% | 73 |
|
|
2020
Q3 | $7.19M | Buy |
119,853
+35,976
| +43% | +$2.16M | 0.38% | 62 |
|
|
2020
Q2 | $4.93M | Buy |
83,877
+6,657
| +9% | +$392K | 0.33% | 76 |
|
|
2020
Q1 | $4.31M | Buy |
77,220
+7,120
| +10% | +$397K | 0.37% | 62 |
|
|
2019
Q4 | $4.46M | Buy |
70,100
+29,865
| +74% | +$1.9M | 0.38% | 57 |
|
|
2019
Q3 | $2.04M | Buy |
40,235
+18
| +0% | +$913 | 0.2% | 111 |
|
|
2019
Q2 | $1.83M | Buy |
40,217
+3,545
| +10% | +$162K | 0.2% | 100 |
|
|
2019
Q1 | $1.77M | Buy |
36,672
+2,030
| +6% | +$97.7K | 0.22% | 99 |
|
|
2018
Q4 | $1.8M | Sell |
34,642
-3,897
| -10% | -$203K | 0.26% | 86 |
|
|
2018
Q3 | $2.4M | Buy |
38,539
+463
| +1% | +$28.8K | 0.29% | 74 |
|
|
2018
Q2 | $2.11M | Sell |
38,076
-5,668
| -13% | -$314K | 0.28% | 84 |
|
|
2018
Q1 | $2.77M | Sell |
43,744
-22,183
| -34% | -$1.4M | 0.39% | 60 |
|
|
2017
Q4 | $4.04M | Buy |
65,927
+1,105
| +2% | +$67.8K | 0.55% | 37 |
|
|
2017
Q3 | $4.14M | Sell |
64,822
-1,000
| -2% | -$63.8K | 0.69% | 32 |
|
|
2017
Q2 | $3.67M | Sell |
65,822
-4,943
| -7% | -$276K | 0.67% | 27 |
|
|
2017
Q1 | $3.85M | Buy |
70,765
+2,922
| +4% | +$159K | 0.77% | 27 |
|
|
2016
Q4 | $3.97M | Sell |
67,843
-4,194
| -6% | -$245K | 0.81% | 23 |
|
|
2016
Q3 | $2.58M | Buy |
72,037
+6,957
| +11% | +$249K | 0.51% | 38 |
|
|
2016
Q2 | $3.05M | Buy |
65,080
+2,141
| +3% | +$100K | 0.61% | 32 |
|
|
2016
Q1 | $2.51M | Buy |
62,939
+3,960
| +7% | +$158K | 0.58% | 37 |
|
|
2015
Q4 | $4.06M | Buy |
58,979
+22,735
| +63% | +$1.57M | 0.82% | 18 |
|
|
2015
Q3 | $2.15M | Buy |
36,244
+2,362
| +7% | +$140K | 0.52% | 36 |
|
|
2015
Q2 | $2.26M | Sell |
33,882
-2,834
| -8% | -$189K | 0.56% | 33 |
|
|
2015
Q1 | $2.37M | Sell |
36,716
-405
| -1% | -$26.1K | 0.58% | 28 |
|
|
2014
Q4 | $22.5K | Buy |
37,121
+6,572
| +22% | +$3.98K | 0.48% | 25 |
|
|
2014
Q3 | $1.56M | Sell |
30,549
-35,043
| -53% | -$1.79M | 0.41% | 48 |
|
|
2014
Q2 | $1.63M | Buy |
65,592
+29,570
| +82% | +$735K | 0.38% | 44 |
|
|
2014
Q1 | $1.87M | Buy |
36,022
+775
| +2% | +$40.3K | 0.57% | 31 |
|
|
2013
Q4 | $1.87M | Sell |
35,247
-2,839
| -7% | -$151K | 0.6% | 27 |
|
|
2013
Q3 | $1.76M | Buy |
38,086
+3,417
| +10% | +$158K | 0.6% | 27 |
|
|
2013
Q2 | $1.55M | Buy |
+34,669
| New | +$1.55M | 0.53% | 32 |
|