CWM
Cranbrook 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 | $80.8K | Sell |
1,746
-77
| -4% | -$3.56K | 0.02% | 174 |
|
|
2025
Q1 | $111K | Sell |
1,823
-88
| -5% | -$5.37K | 0.03% | 141 |
|
|
2024
Q4 | $108K | Buy |
1,911
+2
| +0.1% | +$113 | 0.03% | 144 |
|
|
2024
Q3 | $98.8K | Hold |
1,909
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $79.3K | Hold |
1,909
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $104K | Hold |
1,909
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $98K | Hold |
1,909
| – | – | 0.03% | 130 |
|
|
2023
Q3 | $111K | Hold |
1,909
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $122K | Hold |
1,909
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $132K | Hold |
1,909
| – | – | 0.04% | 105 |
|
|
2022
Q4 | $137K | Hold |
1,909
| – | – | 0.04% | 109 |
|
|
2022
Q3 | $136K | Hold |
1,909
| – | – | 0.04% | 110 |
|
|
2022
Q2 | $147K | Hold |
1,909
| – | – | 0.04% | 109 |
|
|
2022
Q1 | $140K | Sell |
1,909
-90
| -5% | -$6.6K | 0.03% | 119 |
|
|
2021
Q4 | $125K | Hold |
1,999
| – | – | 0.03% | 122 |
|
|
2021
Q3 | $118K | Buy |
1,999
+90
| +5% | +$5.31K | 0.03% | 125 |
|
|
2021
Q2 | $128K | Sell |
1,909
-1,004
| -34% | -$67.3K | 0.03% | 121 |
|
|
2021
Q1 | $184K | Buy |
2,913
+947
| +48% | +$59.8K | 0.04% | 103 |
|
|
2020
Q4 | $122K | Buy |
1,966
+57
| +3% | +$3.54K | 0.03% | 117 |
|
|
2020
Q3 | $115K | Sell |
1,909
-230
| -11% | -$13.9K | 0.03% | 110 |
|
|
2020
Q2 | $126K | Buy |
2,139
+230
| +12% | +$13.5K | 0.04% | 100 |
|
|
2020
Q1 | $106K | Hold |
1,909
| – | – | 0.04% | 100 |
|
|
2019
Q4 | $123K | Buy |
1,909
+92
| +5% | +$5.93K | 0.03% | 106 |
|
|
2019
Q3 | $92K | Buy |
1,817
+163
| +10% | +$8.25K | 0.03% | 111 |
|
|
2019
Q2 | $75K | Hold |
1,654
| – | – | 0.02% | 111 |
|
|
2019
Q1 | $79K | Hold |
1,654
| – | – | 0.02% | 109 |
|
|
2018
Q4 | $86K | Hold |
1,654
| – | – | 0.03% | 108 |
|
|
2018
Q3 | $103K | Hold |
1,654
| – | – | 0.04% | 96 |
|
|
2018
Q2 | $92K | Hold |
1,654
| – | – | 0.04% | 96 |
|
|
2018
Q1 | $105K | Hold |
1,654
| – | – | 0.04% | 89 |
|
|
2017
Q4 | $101K | Hold |
1,654
| – | – | 0.04% | 91 |
|
|
2017
Q3 | $105K | Hold |
1,654
| – | – | 0.04% | 85 |
|
|
2017
Q2 | $92K | Hold |
1,654
| – | – | 0.04% | 91 |
|
|
2017
Q1 | $90K | Hold |
1,654
| – | – | 0.04% | 85 |
|
|
2016
Q4 | $97K | Hold |
1,654
| – | – | 0.05% | 85 |
|
|
2016
Q3 | $89K | Hold |
1,654
| – | – | 0.04% | 83 |
|
|
2016
Q2 | $122K | Hold |
1,654
| – | – | 0.06% | 72 |
|
|
2016
Q1 | $106K | Hold |
1,654
| – | – | 0.06% | 73 |
|
|
2015
Q4 | $114K | Hold |
1,654
| – | – | 0.06% | 68 |
|
|
2015
Q3 | $98K | Hold |
1,654
| – | – | 0.06% | 74 |
|
|
2015
Q2 | $110K | Sell |
1,654
-522
| -24% | -$34.7K | 0.06% | 74 |
|
|
2015
Q1 | $140K | Hold |
2,176
| – | – | 0.08% | 64 |
|
|
2014
Q4 | $128K | Hold |
2,176
| – | – | 0.08% | 69 |
|
|
2014
Q3 | $111K | Buy |
2,176
+522
| +32% | +$26.6K | 0.07% | 60 |
|
|
2014
Q2 | $80K | Hold |
1,654
| – | – | 0.05% | 73 |
|
|
2014
Q1 | $86K | Sell |
1,654
-1,774
| -52% | -$92.2K | 0.06% | 70 |
|
|
2013
Q4 | $182K | Buy |
+3,428
| New | +$182K | 0.12% | 58 |
|