Carson Wealth (CWM LLC)’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
599,579
+168
| +0% | +$7.78K | 0.1% | 177 |
|
|
2025
Q1 | $36.6M | Buy |
599,411
+6,110
| +1% | +$373K | 0.15% | 135 |
|
|
2024
Q4 | $33.6M | Buy |
593,301
+11,853
| +2% | +$670K | 0.14% | 135 |
|
|
2024
Q3 | $30.1M | Buy |
581,448
+38,761
| +7% | +$2.01M | 0.13% | 143 |
|
|
2024
Q2 | $22.5M | Buy |
542,687
+23,224
| +4% | +$965K | 0.11% | 182 |
|
|
2024
Q1 | $28.2M | Buy |
519,463
+30,921
| +6% | +$1.68M | 0.14% | 150 |
|
|
2023
Q4 | $25.1M | Sell |
488,542
-46,123
| -9% | -$2.37M | 0.13% | 152 |
|
|
2023
Q3 | $31M | Buy |
534,665
+39,634
| +8% | +$2.3M | 0.19% | 108 |
|
|
2023
Q2 | $31.7M | Sell |
495,031
-13,052
| -3% | -$835K | 0.2% | 97 |
|
|
2023
Q1 | $35.2M | Buy |
508,083
+17,681
| +4% | +$1.23M | 0.24% | 84 |
|
|
2022
Q4 | $35.3M | Buy |
490,402
+29,292
| +6% | +$2.11M | 0.26% | 79 |
|
|
2022
Q3 | $32.8M | Buy |
461,110
+11,071
| +2% | +$787K | 0.26% | 71 |
|
|
2022
Q2 | $34.7M | Buy |
450,039
+15,597
| +4% | +$1.2M | 0.27% | 73 |
|
|
2022
Q1 | $31.7M | Buy |
434,442
+317,813
| +272% | +$23.2M | 0.23% | 83 |
|
|
2021
Q4 | $7.27M | Buy |
+116,629
| New | +$7.27M | 0.05% | 257 |
|
|
2021
Q2 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2021
Q1 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2020
Q4 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2020
Q3 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2020
Q2 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2020
Q1 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2019
Q4 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2019
Q3 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2019
Q2 | $2.06M | Hold |
30,837
| – | – | 0.02% | 417 |
|
|
2019
Q1 | $2.06M | Sell |
30,837
-14,928
| -33% | -$998K | 0.02% | 417 |
|
|
2018
Q4 | $2.38M | Sell |
45,765
-3,610
| -7% | -$188K | 0.06% | 262 |
|
|
2018
Q3 | $3.07M | Buy |
49,375
+14,013
| +40% | +$870K | 0.08% | 222 |
|
|
2018
Q2 | $1.96M | Buy |
35,362
+1,691
| +5% | +$93.6K | 0.06% | 216 |
|
|
2018
Q1 | $2.13M | Sell |
33,671
-2,540
| -7% | -$161K | 0.08% | 167 |
|
|
2017
Q4 | $2.22M | Sell |
36,211
-4,418
| -11% | -$271K | 0.1% | 155 |
|
|
2017
Q3 | $2.59M | Sell |
40,629
-5,939
| -13% | -$379K | 0.12% | 130 |
|
|
2017
Q2 | $2.6M | Sell |
46,568
-5,576
| -11% | -$311K | 0.13% | 122 |
|
|
2017
Q1 | $2.84M | Sell |
52,144
-39,821
| -43% | -$2.17M | 0.16% | 117 |
|
|
2016
Q4 | $5.37M | Buy |
91,965
+10,742
| +13% | +$628K | 0.33% | 81 |
|
|
2016
Q3 | $4.38M | Buy |
81,223
+76,469
| +1,609% | +$4.12M | 0.3% | 97 |
|
|
2016
Q2 | $350K | Buy |
4,754
+5
| +0.1% | +$368 | 0.03% | 214 |
|
|
2016
Q1 | $303K | Buy |
4,749
+91
| +2% | +$5.81K | 0.03% | 208 |
|
|
2015
Q4 | $320K | Sell |
4,658
-515
| -10% | -$35.4K | 0.03% | 196 |
|
|
2015
Q3 | $306K | Buy |
5,173
+74
| +1% | +$4.38K | 0.03% | 188 |
|
|
2015
Q2 | $339K | Sell |
5,099
-1,235
| -19% | -$82.1K | 0.03% | 149 |
|
|
2015
Q1 | $409K | Sell |
6,334
-7,422
| -54% | -$479K | 0.04% | 149 |
|
|
2014
Q4 | $812K | Buy |
+13,756
| New | +$812K | 0.1% | 133 |
|
|
2014
Q2 | – | Sell |
-4,673
| Closed | -$243K | – | 178 |
|
|
2014
Q1 | $243K | Buy |
4,673
+1,360
| +41% | +$70.7K | 0.03% | 126 |
|
|
2013
Q4 | $176K | Buy |
3,313
+1,619
| +96% | +$86K | 0.03% | 161 |
|
|
2013
Q3 | $78K | Buy |
+1,694
| New | +$78K | 0.02% | 163 |
|