CWM
Congress Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
334,309
+83,835
| +33% | +$3.88M | 0.15% | 167 |
|
|
2025
Q1 | $15.3M | Buy |
250,474
+83,127
| +50% | +$5.07M | 0.18% | 142 |
|
|
2024
Q4 | $9.47M | Sell |
167,347
-22,622
| -12% | -$1.28M | 0.13% | 205 |
|
|
2024
Q3 | $9.83M | Buy |
189,969
+126,351
| +199% | +$6.54M | 0.13% | 214 |
|
|
2024
Q2 | $2.64M | Buy |
63,618
+51,698
| +434% | +$2.15M | 0.04% | 318 |
|
|
2024
Q1 | $646K | Sell |
11,920
-8,632
| -42% | -$468K | 0.01% | 422 |
|
|
2023
Q4 | $1.05M | Buy |
20,552
+10,791
| +111% | +$554K | 0.02% | 385 |
|
|
2023
Q3 | $567K | Sell |
9,761
-941
| -9% | -$54.6K | 0.01% | 444 |
|
|
2023
Q2 | $684K | Sell |
10,702
-1,579
| -13% | -$101K | 0.02% | 376 |
|
|
2023
Q1 | $851K | Buy |
12,281
+1,683
| +16% | +$117K | 0.02% | 361 |
|
|
2022
Q4 | $763K | Sell |
10,598
-177
| -2% | -$12.7K | 0.02% | 360 |
|
|
2022
Q3 | $766K | Buy |
10,775
+283
| +3% | +$20.1K | 0.02% | 358 |
|
|
2022
Q2 | $807K | Sell |
10,492
-774
| -7% | -$59.5K | 0.02% | 357 |
|
|
2022
Q1 | $823K | Sell |
11,266
-3,863
| -26% | -$282K | 0.02% | 381 |
|
|
2021
Q4 | $944K | Buy |
+15,129
| New | +$944K | 0.02% | 374 |
|