DWM
Darwin 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 | $25.2K | Sell |
544
-19
| -3% | -$880 | 0.01% | 255 |
|
|
2025
Q1 | $31.8K | Hold |
563
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $31.8K | Buy |
563
+5
| +0.9% | +$283 | 0.01% | 260 |
|
|
2024
Q3 | $28.9K | Buy |
+558
| New | +$28.9K | 0.01% | 279 |
|
|
2020
Q3 | – | Sell |
-4,917
| Closed | -$289K | – | 155 |
|
|
2020
Q2 | $289K | Sell |
4,917
-51,459
| -91% | -$3.02M | 0.07% | 127 |
|
|
2020
Q1 | $3.14M | Buy |
56,376
+436
| +0.8% | +$24.3K | 1% | 30 |
|
|
2019
Q4 | $3.59M | Buy |
55,940
+50,202
| +875% | +$3.22M | 0.96% | 31 |
|
|
2019
Q3 | $291K | Sell |
5,738
-240
| -4% | -$12.2K | 0.09% | 124 |
|
|
2019
Q2 | $271K | Buy |
5,978
+130
| +2% | +$5.89K | 0.08% | 130 |
|
|
2019
Q1 | $279K | Sell |
5,848
-94
| -2% | -$4.49K | 0.09% | 128 |
|
|
2018
Q4 | $309K | Sell |
5,942
-765
| -11% | -$39.8K | 0.22% | 73 |
|
|
2018
Q3 | $419K | Sell |
6,707
-239
| -3% | -$14.9K | 0.23% | 73 |
|
|
2018
Q2 | $386K | Buy |
+6,946
| New | +$386K | 0.25% | 76 |
|
|
2018
Q1 | – | Sell |
-7,784
| Closed | -$476K | – | 63 |
|
|
2017
Q4 | $476K | Buy |
7,784
+799
| +11% | +$48.9K | 0.2% | 100 |
|
|
2017
Q3 | $445K | Sell |
6,985
-141
| -2% | -$8.98K | 0.43% | 58 |
|
|
2017
Q2 | $397K | Sell |
7,126
-589
| -8% | -$32.8K | 0.22% | 97 |
|
|
2017
Q1 | $420K | Sell |
7,715
-161
| -2% | -$8.77K | 0.24% | 88 |
|
|
2016
Q4 | $460K | Sell |
7,876
-691
| -8% | -$40.4K | 0.31% | 72 |
|
|
2016
Q3 | $462K | Sell |
8,567
-21,431
| -71% | -$1.16M | 0.36% | 61 |
|
|
2016
Q2 | $2.21M | Buy |
+29,998
| New | +$2.21M | 1.88% | 18 |
|