EverSource Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
7,431
+292
| +4% | +$13.5K | 0.02% | 601 |
|
|
2025
Q1 | $435K | Sell |
7,139
-465
| -6% | -$28.4K | 0.02% | 415 |
|
|
2024
Q4 | $430K | Buy |
7,604
+1,015
| +15% | +$57.4K | 0.02% | 405 |
|
|
2024
Q3 | $341K | Buy |
6,589
+894
| +16% | +$46.3K | 0.02% | 414 |
|
|
2024
Q2 | $271K | Buy |
5,695
+703
| +14% | +$33.4K | 0.02% | 469 |
|
|
2024
Q1 | $219K | Buy |
4,992
+2,431
| +95% | +$107K | 0.02% | 459 |
|
|
2023
Q4 | $131K | Sell |
2,561
-2,054
| -45% | -$105K | 0.01% | 550 |
|
|
2023
Q3 | $268K | Buy |
4,615
+881
| +24% | +$51.1K | 0.03% | 338 |
|
|
2023
Q2 | $239K | Sell |
3,734
-940
| -20% | -$60.1K | 0.03% | 363 |
|
|
2023
Q1 | $324K | Sell |
4,674
-1,081
| -19% | -$74.9K | 0.04% | 285 |
|
|
2022
Q4 | $414K | Buy |
5,755
+1,622
| +39% | +$117K | 0.06% | 226 |
|
|
2022
Q3 | $295K | Sell |
4,133
-634
| -13% | -$45.3K | 0.07% | 242 |
|
|
2022
Q2 | $367K | Buy |
4,767
+3,834
| +411% | +$295K | 0.09% | 188 |
|
|
2022
Q1 | $68K | Buy |
933
+210
| +29% | +$15.3K | 0.02% | 413 |
|
|
2021
Q4 | $45K | Buy |
+723
| New | +$45K | 0.01% | 446 |
|