BSW Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
7,210
-1,130
| -14% | -$52.3K | 0.05% | 225 |
|
|
2025
Q1 | $509K | Sell |
8,340
-1,200
| -13% | -$73.2K | 0.08% | 151 |
|
|
2024
Q4 | $540K | Buy |
9,540
+1,361
| +17% | +$77K | 0.08% | 146 |
|
|
2024
Q3 | $423K | Sell |
8,179
-713
| -8% | -$36.9K | 0.06% | 176 |
|
|
2024
Q2 | $369K | Buy |
8,892
+641
| +8% | +$26.6K | 0.06% | 174 |
|
|
2024
Q1 | $447K | Sell |
8,251
-648
| -7% | -$35.1K | 0.08% | 150 |
|
|
2023
Q4 | $457K | Buy |
8,899
+1,398
| +19% | +$71.7K | 0.09% | 132 |
|
|
2023
Q3 | $435K | Sell |
7,501
-1,141
| -13% | -$66.2K | 0.1% | 126 |
|
|
2023
Q2 | $553K | Sell |
8,642
-209
| -2% | -$13.4K | 0.12% | 102 |
|
|
2023
Q1 | $613K | Buy |
8,851
+334
| +4% | +$23.2K | 0.13% | 113 |
|
|
2022
Q4 | $613K | Buy |
8,517
+887
| +12% | +$63.8K | 0.13% | 116 |
|
|
2022
Q3 | $542K | Buy |
7,630
+4
| +0.1% | +$284 | 0.13% | 107 |
|
|
2022
Q2 | $587K | Buy |
7,626
+129
| +2% | +$9.93K | 0.14% | 108 |
|
|
2022
Q1 | $548K | Buy |
7,497
+398
| +6% | +$29.1K | 0.14% | 113 |
|
|
2021
Q4 | $443K | Buy |
7,099
+1,351
| +24% | +$84.3K | 0.11% | 136 |
|
|
2021
Q3 | $340K | Sell |
5,748
-3,574
| -38% | -$211K | 0.1% | 156 |
|
|
2021
Q2 | $623K | Sell |
9,322
-236
| -2% | -$15.8K | 0.17% | 80 |
|
|
2021
Q1 | $603K | Sell |
9,558
-1,323
| -12% | -$83.5K | 0.17% | 74 |
|
|
2020
Q4 | $675K | Buy |
10,881
+4,678
| +75% | +$290K | 0.21% | 60 |
|
|
2020
Q3 | $374K | Sell |
6,203
-2,165
| -26% | -$131K | 0.14% | 87 |
|
|
2020
Q2 | $492K | Buy |
8,368
+434
| +5% | +$25.5K | 0.16% | 65 |
|
|
2020
Q1 | $442K | Sell |
7,934
-44
| -0.6% | -$2.45K | 0.18% | 57 |
|
|
2019
Q4 | $512K | Buy |
7,978
+2,035
| +34% | +$131K | 0.17% | 57 |
|
|
2019
Q3 | $301K | Buy |
5,943
+431
| +8% | +$21.8K | 0.12% | 75 |
|
|
2019
Q2 | $250K | Buy |
5,512
+1,242
| +29% | +$56.3K | 0.09% | 86 |
|
|
2019
Q1 | $204K | Buy |
4,270
+28
| +0.7% | +$1.34K | 0.08% | 88 |
|
|
2018
Q4 | $221K | Buy |
4,242
+242
| +6% | +$12.6K | 0.08% | 78 |
|
|
2018
Q3 | $248K | Sell |
4,000
-1,331
| -25% | -$82.5K | 0.09% | 106 |
|
|
2018
Q2 | $295K | Buy |
5,331
+322
| +6% | +$17.8K | 0.13% | 65 |
|
|
2018
Q1 | $317K | Sell |
5,009
-183
| -4% | -$11.6K | 0.14% | 60 |
|
|
2017
Q4 | $318K | Sell |
5,192
-190
| -4% | -$11.6K | 0.13% | 63 |
|
|
2017
Q3 | $343K | Buy |
5,382
+274
| +5% | +$17.5K | 0.15% | 54 |
|
|
2017
Q2 | $285K | Buy |
+5,108
| New | +$285K | 0.13% | 60 |
|
|
2015
Q4 | – | Sell |
-4,062
| Closed | -$240K | – | 65 |
|
|
2015
Q3 | $240K | Buy |
4,062
+3
| +0.1% | +$177 | 0.14% | 53 |
|
|
2015
Q2 | $270K | Buy |
+4,059
| New | +$270K | 0.17% | 49 |
|