BCWM
Bartlett & Co 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 | $7.21M | Sell |
155,743
-3,429
| -2% | -$159K | 0.1% | 114 |
|
|
2025
Q1 | $9.71M | Sell |
159,172
-7,531
| -5% | -$459K | 0.14% | 102 |
|
|
2024
Q4 | $9.43M | Sell |
166,703
-5,860
| -3% | -$331K | 0.14% | 106 |
|
|
2024
Q3 | $8.93M | Sell |
172,563
-18,148
| -10% | -$939K | 0.13% | 109 |
|
|
2024
Q2 | $7.92M | Sell |
190,711
-32,232
| -14% | -$1.34M | 0.12% | 109 |
|
|
2024
Q1 | $12.1M | Sell |
222,943
-57,567
| -21% | -$3.12M | 0.19% | 92 |
|
|
2023
Q4 | $14.4M | Sell |
280,510
-99,303
| -26% | -$5.09M | 0.23% | 80 |
|
|
2023
Q3 | $22M | Sell |
379,813
-210,231
| -36% | -$12.2M | 0.4% | 60 |
|
|
2023
Q2 | $37.7M | Sell |
590,044
-270,369
| -31% | -$17.3M | 0.65% | 48 |
|
|
2023
Q1 | $59.6M | Buy |
860,413
+7,082
| +0.8% | +$491K | 1.15% | 28 |
|
|
2022
Q4 | $61.4M | Buy |
853,331
+3,004
| +0.4% | +$216K | 1.24% | 26 |
|
|
2022
Q3 | $60.5M | Buy |
850,327
+5,839
| +0.7% | +$415K | 1.3% | 27 |
|
|
2022
Q2 | $65.5M | Sell |
844,488
-11,190
| -1% | -$868K | 1.33% | 23 |
|
|
2022
Q1 | $63M | Buy |
855,678
+24,291
| +3% | +$1.79M | 1.1% | 29 |
|
|
2021
Q4 | $51.8M | Sell |
831,387
-49,373
| -6% | -$3.08M | 0.88% | 40 |
|
|
2021
Q3 | $52.5M | Buy |
880,760
+13,716
| +2% | +$818K | 1% | 35 |
|
|
2021
Q2 | $57.9M | Buy |
867,044
+2,713
| +0.3% | +$181K | 1.1% | 32 |
|
|
2021
Q1 | $55M | Buy |
864,331
+37,236
| +5% | +$2.37M | 1.11% | 31 |
|
|
2020
Q4 | $51.7M | Buy |
827,095
+1,772
| +0.2% | +$111K | 1.1% | 29 |
|
|
2020
Q3 | $49.8M | Buy |
825,323
+39,679
| +5% | +$2.39M | 1.17% | 25 |
|
|
2020
Q2 | $46.2M | Buy |
785,644
+59,007
| +8% | +$3.47M | 1.21% | 22 |
|
|
2020
Q1 | $40.5M | Buy |
726,637
+30,991
| +4% | +$1.73M | 1.23% | 23 |
|
|
2019
Q4 | $44.7M | Buy |
695,646
+29,200
| +4% | +$1.87M | 1.09% | 26 |
|
|
2019
Q3 | $33.8M | Buy |
666,446
+168,185
| +34% | +$8.53M | 0.89% | 36 |
|
|
2019
Q2 | $22.6M | Buy |
498,261
+138
| +0% | +$6.26K | 0.84% | 47 |
|
|
2019
Q1 | $23.8M | Buy |
498,123
+58,482
| +13% | +$2.79M | 0.91% | 43 |
|
|
2018
Q4 | $22.9M | Sell |
439,641
-47,862
| -10% | -$2.49M | 0.97% | 39 |
|
|
2018
Q3 | $30.3M | Buy |
487,503
+798
| +0.2% | +$49.5K | 1.13% | 33 |
|
|
2018
Q2 | $26.9M | Sell |
486,705
-43,319
| -8% | -$2.4M | 1.09% | 35 |
|
|
2018
Q1 | $33.5M | Buy |
+530,024
| New | +$33.5M | 1.38% | 24 |
|