CWS
Confluence Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
11,336
-1,260
| -10% | -$58.3K | 0.03% | 236 |
|
|
2025
Q1 | $611K | Sell |
12,596
-152
| -1% | -$7.38K | 0.04% | 204 |
|
|
2024
Q4 | $754K | Buy |
12,748
+2,302
| +22% | +$136K | 0.05% | 182 |
|
|
2024
Q3 | $540K | Buy |
10,446
+2,548
| +32% | +$132K | 0.04% | 211 |
|
|
2024
Q2 | $328K | Sell |
7,898
-2,101
| -21% | -$87.3K | 0.03% | 283 |
|
|
2024
Q1 | $542K | Sell |
9,999
-3,879
| -28% | -$210K | 0.05% | 197 |
|
|
2023
Q4 | $712K | Sell |
13,878
-7,056
| -34% | -$362K | 0.08% | 145 |
|
|
2023
Q3 | $1.21M | Buy |
20,934
+1,470
| +8% | +$85.3K | 0.24% | 74 |
|
|
2023
Q2 | $1.24M | Buy |
19,464
+2,585
| +15% | +$165K | 0.26% | 73 |
|
|
2023
Q1 | $1.17M | Buy |
16,879
+3,366
| +25% | +$233K | 0.27% | 73 |
|
|
2022
Q4 | $972K | Buy |
13,513
+578
| +4% | +$41.6K | 0.25% | 82 |
|
|
2022
Q3 | $919K | Sell |
12,935
-2,364
| -15% | -$168K | 0.39% | 75 |
|
|
2022
Q2 | $1.14M | Buy |
15,299
+754
| +5% | +$56.1K | 0.5% | 64 |
|
|
2022
Q1 | $1.06M | Sell |
14,545
-1,008
| -6% | -$73.6K | 0.38% | 69 |
|
|
2021
Q4 | $969K | Buy |
+15,553
| New | +$969K | 0.31% | 81 |
|