CWS Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,357
| Closed | -$205K | – | 138 |
|
|
2025
Q1 | $205K | Buy |
+3,357
| New | +$205K | 0.06% | 126 |
|
|
2024
Q1 | – | Sell |
-7,774
| Closed | -$399K | – | 113 |
|
|
2023
Q4 | $399K | Sell |
7,774
-2,768
| -26% | -$142K | 0.15% | 104 |
|
|
2023
Q3 | $612K | Sell |
10,542
-504
| -5% | -$29.3K | 0.25% | 62 |
|
|
2023
Q2 | $706K | Sell |
11,046
-300
| -3% | -$19.2K | 0.27% | 60 |
|
|
2023
Q1 | $786K | Buy |
11,346
+794
| +8% | +$55K | 0.31% | 53 |
|
|
2022
Q4 | $666K | Sell |
10,552
-180
| -2% | -$11.4K | 0.29% | 60 |
|
|
2022
Q3 | $763K | Sell |
10,732
-184
| -2% | -$13.1K | 0.37% | 50 |
|
|
2022
Q2 | $841K | Hold |
10,916
| – | – | 0.38% | 39 |
|
|
2022
Q1 | $797K | Hold |
10,916
| – | – | 0.3% | 58 |
|
|
2021
Q4 | $681K | Buy |
+10,916
| New | +$681K | 0.24% | 68 |
|
|
2021
Q2 | $712K | Buy |
10,648
+96
| +0.9% | +$6.42K | 0.28% | 62 |
|
|
2021
Q1 | $666K | Buy |
10,552
+16
| +0.2% | +$1.01K | 0.29% | 60 |
|
|
2020
Q4 | $654K | Buy |
10,536
+15
| +0.1% | +$931 | 0.38% | 55 |
|
|
2020
Q3 | $634K | Hold |
10,521
| – | – | 0.42% | 50 |
|
|
2020
Q2 | $619K | Sell |
10,521
-115
| -1% | -$6.77K | 0.45% | 48 |
|
|
2020
Q1 | $683K | Hold |
10,636
| – | – | 0.51% | 33 |
|
|
2019
Q4 | $683K | Buy |
+10,636
| New | +$683K | 0.5% | 34 |
|