BWM
BCS 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 | $327K | Buy |
7,056
+1,230
| +21% | +$57K | 0.07% | 196 |
|
|
2025
Q1 | $355K | Buy |
5,826
+3
| +0.1% | +$183 | 0.09% | 181 |
|
|
2024
Q4 | $329K | Buy |
+5,823
| New | +$329K | 0.08% | 189 |
|
|
2024
Q2 | – | Sell |
-5,813
| Closed | -$315K | – | 157 |
|
|
2024
Q1 | $315K | Buy |
5,813
+1,538
| +36% | +$83.3K | 0.1% | 184 |
|
|
2023
Q4 | $219K | Buy |
4,275
+3
| +0.1% | +$154 | 0.08% | 206 |
|
|
2023
Q3 | $248K | Buy |
+4,272
| New | +$248K | 0.1% | 168 |
|
|
2023
Q1 | – | Sell |
-4,582
| Closed | -$330K | – | 164 |
|
|
2022
Q4 | $330K | Sell |
4,582
-541
| -11% | -$39K | 0.14% | 140 |
|
|
2022
Q3 | $364K | Sell |
5,123
-336
| -6% | -$23.9K | 0.17% | 124 |
|
|
2022
Q2 | $420K | Sell |
5,459
-405
| -7% | -$31.2K | 0.19% | 104 |
|
|
2022
Q1 | $428K | Sell |
5,864
-1,252
| -18% | -$91.4K | 0.18% | 114 |
|
|
2021
Q4 | $444K | Buy |
7,116
+340
| +5% | +$21.2K | 0.16% | 118 |
|
|
2021
Q3 | $401K | Sell |
6,776
-308
| -4% | -$18.2K | 0.17% | 109 |
|
|
2021
Q2 | $473K | Sell |
7,084
-75
| -1% | -$5.01K | 0.25% | 81 |
|
|
2021
Q1 | $452K | Buy |
7,159
+2
| +0% | +$126 | 0.21% | 87 |
|
|
2020
Q4 | $444K | Buy |
7,157
+2
| +0% | +$124 | 0.23% | 79 |
|
|
2020
Q3 | $431K | Sell |
7,155
-3,985
| -36% | -$240K | 0.24% | 76 |
|
|
2020
Q2 | $655K | Buy |
11,140
+916
| +9% | +$53.9K | 0.39% | 54 |
|
|
2020
Q1 | $570K | Buy |
10,224
+6,498
| +174% | +$362K | 0.4% | 52 |
|
|
2019
Q4 | $239K | Buy |
+3,726
| New | +$239K | 0.16% | 97 |
|