Cedar Wealth Management’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 | $3.25K | Buy |
+70
| New | +$3.25K | ﹤0.01% | 206 |
|
|
2024
Q3 | – | Sell |
-474
| Closed | -$19.7K | – | 268 |
|
|
2024
Q2 | $19.7K | Hold |
474
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $25.7K | Hold |
474
| – | – | 0.01% | 200 |
|
|
2023
Q4 | $24.3K | Hold |
474
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $27.5K | Sell |
474
-40
| -8% | -$2.32K | 0.01% | 184 |
|
|
2023
Q2 | $32.9K | Hold |
514
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $35.6K | Sell |
514
-12
| -2% | -$832 | 0.01% | 175 |
|
|
2022
Q4 | $37.9K | Hold |
526
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $37K | Sell |
526
-20
| -4% | -$1.41K | 0.02% | 180 |
|
|
2022
Q2 | $42K | Sell |
546
-325
| -37% | -$25K | 0.02% | 175 |
|
|
2022
Q1 | $64K | Sell |
871
-6,909
| -89% | -$508K | 0.03% | 167 |
|
|
2021
Q4 | $485K | Buy |
7,780
+4,372
| +128% | +$273K | 0.2% | 81 |
|
|
2021
Q3 | $202K | Sell |
3,408
-100
| -3% | -$5.93K | 0.09% | 105 |
|
|
2021
Q2 | $234K | Sell |
3,508
-30
| -0.8% | -$2K | 0.11% | 101 |
|
|
2021
Q1 | $223K | Hold |
3,538
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $219K | Buy |
3,538
+48
| +1% | +$2.97K | 0.12% | 88 |
|
|
2020
Q3 | $210K | Sell |
3,490
-305
| -8% | -$18.4K | 0.13% | 87 |
|
|
2020
Q2 | $223K | Hold |
3,795
| – | – | 0.15% | 79 |
|
|
2020
Q1 | $212K | Sell |
3,795
-190
| -5% | -$10.6K | 0.14% | 74 |
|
|
2019
Q4 | $256K | Sell |
3,985
-585
| -13% | -$37.6K | 0.15% | 60 |
|
|
2019
Q3 | $232K | Buy |
4,570
+370
| +9% | +$18.8K | 0.16% | 61 |
|
|
2019
Q2 | $190K | Hold |
4,200
| – | – | 0.12% | 68 |
|
|
2019
Q1 | $200K | Sell |
4,200
-600
| -13% | -$28.6K | 0.13% | 56 |
|
|
2018
Q4 | $250K | Sell |
4,800
-45
| -0.9% | -$2.34K | 0.18% | 45 |
|
|
2018
Q3 | $301K | Buy |
4,845
+4,755
| +5,283% | +$295K | 0.16% | 47 |
|
|
2018
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 162 |
|
|
2016
Q2 | – | Sell |
-490
| Closed | -$31K | – | 128 |
|
|
2016
Q1 | $31K | Buy |
+490
| New | +$31K | 0.02% | 70 |
|