CWG
Cornerstone Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
13,130
-175
| -1% | -$8.1K | 0.05% | 170 |
|
|
2025
Q1 | $811K | Sell |
13,305
-804
| -6% | -$49K | 0.07% | 146 |
|
|
2024
Q4 | $798K | Buy |
14,109
+903
| +7% | +$51.1K | 0.07% | 140 |
|
|
2024
Q3 | $683K | Sell |
13,206
-680
| -5% | -$35.2K | 0.06% | 147 |
|
|
2024
Q2 | $577K | Buy |
13,886
+971
| +8% | +$40.3K | 0.05% | 152 |
|
|
2024
Q1 | $700K | Buy |
12,915
+8,582
| +198% | +$465K | 0.06% | 137 |
|
|
2023
Q4 | $222K | Sell |
4,333
-321
| -7% | -$16.5K | 0.03% | 134 |
|
|
2023
Q3 | $270K | Buy |
4,654
+1,457
| +46% | +$84.6K | 0.05% | 130 |
|
|
2023
Q2 | $204K | Buy |
3,197
+78
| +3% | +$4.99K | 0.04% | 140 |
|
|
2023
Q1 | $216K | Sell |
3,119
-125
| -4% | -$8.66K | 0.04% | 136 |
|
|
2022
Q4 | $233K | Buy |
3,244
+29
| +0.9% | +$2.09K | 0.04% | 118 |
|
|
2022
Q3 | $229K | Buy |
3,215
+233
| +8% | +$16.6K | 0.05% | 116 |
|
|
2022
Q2 | $230K | Buy |
2,982
+140
| +5% | +$10.8K | 0.05% | 118 |
|
|
2022
Q1 | $208K | Sell |
2,842
-568
| -17% | -$41.6K | 0.04% | 143 |
|
|
2021
Q4 | $213K | Buy |
+3,410
| New | +$213K | 0.04% | 139 |
|
|
2021
Q1 | – | Sell |
-4,021
| Closed | -$249K | – | 158 |
|
|
2020
Q4 | $249K | Sell |
4,021
-1,568
| -28% | -$97.1K | 0.06% | 134 |
|
|
2020
Q3 | $337K | Sell |
5,589
-41,958
| -88% | -$2.53M | 0.09% | 103 |
|
|
2020
Q2 | $2.8M | Buy |
47,547
+1,425
| +3% | +$83.8K | 0.7% | 40 |
|
|
2020
Q1 | $2.57M | Sell |
46,122
-11,073
| -19% | -$617K | 0.91% | 33 |
|
|
2019
Q4 | $3.67M | Sell |
57,195
-3,327
| -5% | -$214K | 0.99% | 27 |
|
|
2019
Q3 | $3.07M | Buy |
60,522
+20,030
| +49% | +$1.02M | 0.77% | 40 |
|
|
2019
Q2 | $1.84M | Buy |
40,492
+35,787
| +761% | +$1.62M | 0.49% | 54 |
|
|
2019
Q1 | $224K | Buy |
+4,705
| New | +$224K | 0.06% | 147 |
|