CWS
Cypress Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,742
| Closed | -$275K | – | 246 |
|
|
2023
Q3 | $275K | Sell |
4,742
-9
| -0.2% | -$522 | 0.08% | 192 |
|
|
2023
Q2 | $294K | Buy |
4,751
+58
| +1% | +$3.59K | 0.08% | 187 |
|
|
2023
Q1 | $325K | Sell |
4,693
-6
| -0.1% | -$416 | 0.1% | 175 |
|
|
2022
Q4 | $338K | Buy |
4,699
+114
| +2% | +$8.2K | 0.11% | 165 |
|
|
2022
Q3 | $320K | Buy |
4,585
+20
| +0.4% | +$1.4K | 0.11% | 159 |
|
|
2022
Q2 | $352K | Sell |
4,565
-2,255
| -33% | -$174K | 0.11% | 154 |
|
|
2022
Q1 | $498K | Buy |
6,820
+45
| +0.7% | +$3.29K | 0.14% | 121 |
|
|
2021
Q4 | $422K | Sell |
6,775
-562
| -8% | -$35K | 0.12% | 138 |
|
|
2021
Q3 | $434K | Sell |
7,337
-602
| -8% | -$35.6K | 0.13% | 132 |
|
|
2021
Q2 | $530K | Sell |
7,939
-6,214
| -44% | -$415K | 0.14% | 121 |
|
|
2021
Q1 | $894K | Buy |
14,153
+2,195
| +18% | +$139K | 0.19% | 95 |
|
|
2020
Q4 | $742K | Buy |
+11,958
| New | +$742K | 0.17% | 101 |
|
|
2020
Q3 | – | Sell |
-11,823
| Closed | -$695K | – | 27 |
|
|
2020
Q2 | $695K | Buy |
11,823
+45
| +0.4% | +$2.65K | 0.17% | 115 |
|
|
2020
Q1 | $657K | Buy |
11,778
+668
| +6% | +$37.3K | 0.19% | 110 |
|
|
2019
Q4 | $713K | Buy |
11,110
+1,237
| +13% | +$79.4K | 0.18% | 109 |
|
|
2019
Q3 | $501K | Sell |
9,873
-36
| -0.4% | -$1.83K | 0.14% | 129 |
|
|
2019
Q2 | $449K | Buy |
9,909
+35
| +0.4% | +$1.59K | 0.13% | 138 |
|
|
2019
Q1 | $471K | Buy |
9,874
+1,823
| +23% | +$87K | 0.15% | 125 |
|
|
2018
Q4 | $418K | Sell |
8,051
-792
| -9% | -$41.1K | 0.17% | 123 |
|
|
2018
Q3 | $549K | Sell |
8,843
-81
| -0.9% | -$5.03K | 0.2% | 114 |
|
|
2018
Q2 | $494K | Sell |
8,924
-367
| -4% | -$20.3K | 0.19% | 118 |
|
|
2018
Q1 | $588K | Buy |
9,291
+237
| +3% | +$15K | 0.25% | 97 |
|
|
2017
Q4 | $555K | Buy |
+9,054
| New | +$555K | 0.23% | 104 |
|