EWM
Empirical 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 | $3.37M | Sell |
72,779
-2,067
| -3% | -$95.7K | 0.08% | 164 |
|
|
2025
Q1 | $4.56M | Buy |
74,846
+54,810
| +274% | +$3.34M | 0.12% | 131 |
|
|
2024
Q4 | $1.13M | Buy |
20,036
+2,469
| +14% | +$140K | 0.03% | 262 |
|
|
2024
Q3 | $909K | Sell |
17,567
-1,594
| -8% | -$82.5K | 0.03% | 280 |
|
|
2024
Q2 | $796K | Buy |
19,161
+4,669
| +32% | +$194K | 0.02% | 278 |
|
|
2024
Q1 | $786K | Buy |
14,492
+654
| +5% | +$35.5K | 0.02% | 278 |
|
|
2023
Q4 | $710K | Sell |
13,838
-4,951
| -26% | -$254K | 0.02% | 271 |
|
|
2023
Q3 | $1.09M | Buy |
18,789
+3,518
| +23% | +$204K | 0.04% | 212 |
|
|
2023
Q2 | $977K | Buy |
15,271
+428
| +3% | +$27.4K | 0.04% | 227 |
|
|
2023
Q1 | $1.03M | Sell |
14,843
-3,943
| -21% | -$273K | 0.04% | 214 |
|
|
2022
Q4 | $1.35M | Sell |
18,786
-2,969
| -14% | -$214K | 0.06% | 172 |
|
|
2022
Q3 | $1.55M | Buy |
21,755
+3,549
| +19% | +$252K | 0.08% | 151 |
|
|
2022
Q2 | $1.4M | Sell |
18,206
-3,988
| -18% | -$307K | 0.07% | 170 |
|
|
2022
Q1 | $1.62M | Sell |
22,194
-4,077
| -16% | -$298K | 0.08% | 154 |
|
|
2021
Q4 | $1.64M | Buy |
26,271
+2,837
| +12% | +$177K | 0.08% | 158 |
|
|
2021
Q3 | $1.39M | Buy |
23,434
+8,365
| +56% | +$495K | 0.08% | 152 |
|
|
2021
Q2 | $1.01M | Buy |
15,069
+1,605
| +12% | +$107K | 0.06% | 187 |
|
|
2021
Q1 | $850K | Buy |
13,464
+1,739
| +15% | +$110K | 0.07% | 179 |
|
|
2020
Q4 | $727K | Sell |
11,725
-559
| -5% | -$34.7K | 0.06% | 192 |
|
|
2020
Q3 | $741K | Sell |
12,284
-1,179
| -9% | -$71.1K | 0.06% | 167 |
|
|
2020
Q2 | $792K | Buy |
13,463
+3,602
| +37% | +$212K | 0.07% | 148 |
|
|
2020
Q1 | $550K | Buy |
9,861
+1,118
| +13% | +$62.4K | 0.06% | 167 |
|
|
2019
Q4 | $561K | Sell |
8,743
-1,486
| -15% | -$95.4K | 0.06% | 177 |
|
|
2019
Q3 | $519K | Buy |
10,229
+2,550
| +33% | +$129K | 0.06% | 166 |
|
|
2019
Q2 | $348K | Sell |
7,679
-390
| -5% | -$17.7K | 0.05% | 186 |
|
|
2019
Q1 | $385K | Buy |
8,069
+2,378
| +42% | +$113K | 0.06% | 162 |
|
|
2018
Q4 | $296K | Sell |
5,691
-695
| -11% | -$36.1K | 0.05% | 157 |
|
|
2018
Q3 | $396K | Sell |
6,386
-157
| -2% | -$9.74K | 0.07% | 139 |
|
|
2018
Q2 | $362K | Buy |
6,543
+1,396
| +27% | +$77.2K | 0.07% | 132 |
|
|
2018
Q1 | $326K | Buy |
5,147
+1,083
| +27% | +$68.6K | 0.06% | 126 |
|
|
2017
Q4 | $249K | Buy |
4,064
+124
| +3% | +$7.6K | 0.05% | 130 |
|
|
2017
Q3 | $251K | Buy |
+3,940
| New | +$251K | 0.06% | 120 |
|
|
2015
Q4 | – | Sell |
-6,094
| Closed | -$361K | – | 106 |
|
|
2015
Q3 | $361K | Buy |
6,094
+175
| +3% | +$10.4K | 0.09% | 84 |
|
|
2015
Q2 | $394K | Buy |
+5,919
| New | +$394K | 0.09% | 86 |
|