BBWA
Bell & Brown 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 | $1.97M | Sell |
42,467
-205
| -0.5% | -$9.49K | 0.7% | 45 |
|
|
2025
Q1 | $2.6M | Buy |
42,672
+1,352
| +3% | +$82.5K | 1.01% | 41 |
|
|
2024
Q4 | $2.34M | Buy |
41,320
+1,099
| +3% | +$62.2K | 0.87% | 43 |
|
|
2024
Q3 | $2.08M | Buy |
40,221
+52
| +0.1% | +$2.69K | 0.81% | 45 |
|
|
2024
Q2 | $1.67M | Buy |
40,169
+3,626
| +10% | +$151K | 0.64% | 49 |
|
|
2024
Q1 | $1.98M | Sell |
36,543
-14,009
| -28% | -$760K | 0.85% | 45 |
|
|
2023
Q4 | $2.59M | Buy |
+50,552
| New | +$2.59M | 1.2% | 36 |
|
|
2023
Q2 | $3.75M | Buy |
58,708
+636
| +1% | +$40.7K | 1.88% | 21 |
|
|
2023
Q1 | $4.02M | Sell |
58,072
-782
| -1% | -$54.2K | 2.14% | 18 |
|
|
2022
Q4 | $4.23M | Sell |
58,854
-245
| -0.4% | -$17.6K | 2.33% | 14 |
|
|
2022
Q3 | $4.2M | Sell |
59,099
-1,489
| -2% | -$106K | 2.59% | 10 |
|
|
2022
Q2 | $4.67M | Sell |
60,588
-773
| -1% | -$59.5K | 2.49% | 10 |
|
|
2022
Q1 | $4.48M | Sell |
61,361
-231
| -0.4% | -$16.9K | 2.03% | 20 |
|
|
2021
Q4 | $4.13M | Buy |
61,592
+5,758
| +10% | +$386K | 1.99% | 19 |
|
|
2021
Q3 | $3.3M | Buy |
+55,834
| New | +$3.3M | 1.78% | 23 |
|
|
2020
Q3 | $3.05M | Buy |
50,581
+1,351
| +3% | +$81.5K | 2.21% | 17 |
|
|
2020
Q2 | $2.94M | Buy |
49,230
+10,861
| +28% | +$648K | 2.3% | 16 |
|
|
2020
Q1 | $2.38M | Sell |
38,369
-2,961
| -7% | -$184K | 2.21% | 17 |
|
|
2019
Q4 | $2.75M | Buy |
41,330
+19,728
| +91% | +$1.31M | 2.05% | 15 |
|
|
2019
Q3 | $1.09M | Sell |
21,602
-1,007
| -4% | -$51K | 0.9% | 48 |
|
|
2019
Q2 | $1.03M | Sell |
22,609
-147
| -0.6% | -$6.66K | 0.9% | 50 |
|
|
2019
Q1 | $1.09M | Sell |
22,756
-7,026
| -24% | -$335K | 0.99% | 41 |
|
|
2018
Q4 | $1.55M | Buy |
29,782
+1,278
| +4% | +$66.4K | 1.66% | 26 |
|
|
2018
Q3 | $1.44M | Sell |
28,504
-77
| -0.3% | -$3.89K | 1.34% | 30 |
|
|
2018
Q2 | $1.58M | Buy |
28,581
+725
| +3% | +$40.1K | 1.56% | 24 |
|
|
2018
Q1 | $1.44M | Sell |
27,856
-563
| -2% | -$29.1K | 1.52% | 25 |
|
|
2017
Q4 | $1.74M | Buy |
+28,419
| New | +$1.74M | 1.81% | 15 |
|