CWM
CMH Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-76,606
| Closed | -$4.15M | – | 50 |
|
|
2024
Q1 | $4.15M | Buy |
76,606
+16,168
| +27% | +$877K | 1.06% | 39 |
|
|
2023
Q4 | $3.1M | Buy |
60,438
+14,372
| +31% | +$737K | 0.75% | 41 |
|
|
2023
Q3 | $2.67M | Sell |
46,066
-9,107
| -17% | -$529K | 0.75% | 41 |
|
|
2023
Q2 | $3.53M | Buy |
55,173
+2,569
| +5% | +$164K | 0.95% | 38 |
|
|
2023
Q1 | $3.65M | Buy |
52,604
+1,893
| +4% | +$131K | 1.05% | 40 |
|
|
2022
Q4 | $3.65M | Buy |
50,711
+92
| +0.2% | +$6.62K | 1.17% | 38 |
|
|
2022
Q3 | $3.6M | Buy |
50,619
+1,279
| +3% | +$90.9K | 1.32% | 33 |
|
|
2022
Q2 | $3.8M | Sell |
49,340
-20,961
| -30% | -$1.61M | 1.37% | 28 |
|
|
2022
Q1 | $5.13M | Buy |
70,301
+4,239
| +6% | +$310K | 1.58% | 23 |
|
|
2021
Q4 | $4.12M | Sell |
66,062
-326
| -0.5% | -$20.3K | 1.24% | 34 |
|
|
2021
Q3 | $3.93M | Buy |
66,388
+1,190
| +2% | +$70.4K | 1.29% | 31 |
|
|
2021
Q2 | $4.36M | Sell |
65,198
-26,736
| -29% | -$1.79M | 1.46% | 27 |
|
|
2021
Q1 | $5.8M | Buy |
91,934
+1,764
| +2% | +$111K | 2.19% | 19 |
|
|
2020
Q4 | $5.59M | Buy |
90,170
+18,612
| +26% | +$1.15M | 2.05% | 18 |
|
|
2020
Q3 | $4.31M | Buy |
71,558
+4,168
| +6% | +$251K | 1.85% | 20 |
|
|
2020
Q2 | $3.96M | Buy |
67,390
+185
| +0.3% | +$10.9K | 1.89% | 18 |
|
|
2020
Q1 | $3.75M | Buy |
67,205
+21,815
| +48% | +$1.22M | 2.19% | 13 |
|
|
2019
Q4 | $2.91M | Sell |
45,390
-460
| -1% | -$29.5K | 1.5% | 28 |
|
|
2019
Q3 | $2.33M | Buy |
+45,850
| New | +$2.33M | 1.32% | 35 |
|
|
2017
Q1 | – | Sell |
-22,360
| Closed | -$1.25M | – | 49 |
|
|
2016
Q4 | $1.25M | Buy |
+22,360
| New | +$1.25M | 1.1% | 38 |
|