FWM
Focused 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 | – | Sell |
-3,987
| Closed | -$243K | – | 185 |
|
|
2025
Q1 | $243K | Sell |
3,987
-543
| -12% | -$33.1K | 0.03% | 138 |
|
|
2024
Q4 | $256K | Buy |
4,530
+39
| +0.9% | +$2.21K | 0.03% | 127 |
|
|
2024
Q3 | $232K | Buy |
+4,491
| New | +$232K | 0.03% | 156 |
|
|
2024
Q2 | – | Sell |
-5,746
| Closed | -$312K | – | 188 |
|
|
2024
Q1 | $312K | Buy |
5,746
+389
| +7% | +$21.1K | 0.05% | 109 |
|
|
2023
Q4 | $275K | Sell |
5,357
-569
| -10% | -$29.2K | 0.05% | 112 |
|
|
2023
Q3 | $344K | Buy |
5,926
+22
| +0.4% | +$1.28K | 0.06% | 91 |
|
|
2023
Q2 | $378K | Buy |
5,904
+70
| +1% | +$4.48K | 0.07% | 92 |
|
|
2023
Q1 | $404K | Sell |
5,834
-41
| -0.7% | -$2.84K | 0.08% | 85 |
|
|
2022
Q4 | $423K | Buy |
5,875
+16
| +0.3% | +$1.15K | 0.09% | 84 |
|
|
2022
Q3 | $417K | Buy |
5,859
+17
| +0.3% | +$1.21K | 0.09% | 84 |
|
|
2022
Q2 | $450K | Buy |
5,842
+9
| +0.2% | +$693 | 0.08% | 86 |
|
|
2022
Q1 | $426K | Sell |
5,833
-2,583
| -31% | -$189K | 0.07% | 98 |
|
|
2021
Q4 | $525K | Buy |
8,416
+520
| +7% | +$32.4K | 0.08% | 92 |
|
|
2021
Q3 | $467K | Buy |
7,896
+24
| +0.3% | +$1.42K | 0.08% | 101 |
|
|
2021
Q2 | $526K | Buy |
7,872
+35
| +0.4% | +$2.34K | 0.09% | 91 |
|
|
2021
Q1 | $495K | Buy |
7,837
+422
| +6% | +$26.7K | 0.09% | 97 |
|
|
2020
Q4 | $460K | Sell |
7,415
-437
| -6% | -$27.1K | 0.09% | 95 |
|
|
2020
Q3 | $473K | Buy |
7,852
+1,965
| +33% | +$118K | 0.1% | 85 |
|
|
2020
Q2 | $346K | Buy |
5,887
+162
| +3% | +$9.52K | 0.08% | 102 |
|
|
2020
Q1 | $319K | Buy |
5,725
+11
| +0.2% | +$613 | 0.09% | 92 |
|
|
2019
Q4 | $367K | Sell |
5,714
-151
| -3% | -$9.7K | 0.09% | 98 |
|
|
2019
Q3 | $297K | Sell |
5,865
-1,874
| -24% | -$94.9K | 0.08% | 103 |
|
|
2019
Q2 | $351K | Sell |
7,739
-280
| -3% | -$12.7K | 0.09% | 97 |
|
|
2019
Q1 | $383K | Buy |
8,019
+355
| +5% | +$17K | 0.12% | 96 |
|
|
2018
Q4 | $398K | Buy |
7,664
+1,345
| +21% | +$69.8K | 0.14% | 92 |
|
|
2018
Q3 | $392K | Buy |
6,319
+1,333
| +27% | +$82.7K | 0.13% | 94 |
|
|
2018
Q2 | $276K | Sell |
4,986
-7,039
| -59% | -$390K | 0.1% | 118 |
|
|
2018
Q1 | $761K | Buy |
12,025
+2,615
| +28% | +$165K | 0.24% | 64 |
|
|
2017
Q4 | $577K | Sell |
9,410
-4,993
| -35% | -$306K | 0.19% | 76 |
|
|
2017
Q3 | $918K | Buy |
14,403
+3,298
| +30% | +$210K | 0.31% | 54 |
|
|
2017
Q2 | $619K | Buy |
11,105
+26
| +0.2% | +$1.45K | 0.23% | 65 |
|
|
2017
Q1 | $602K | Buy |
11,079
+1,332
| +14% | +$72.4K | 0.24% | 66 |
|
|
2016
Q4 | $570K | Buy |
9,747
+1,028
| +12% | +$60.1K | 0.24% | 66 |
|
|
2016
Q3 | $470K | Buy |
8,719
+969
| +13% | +$52.2K | 0.21% | 75 |
|
|
2016
Q2 | $570K | Buy |
7,750
+22
| +0.3% | +$1.62K | 0.26% | 58 |
|
|
2016
Q1 | $494K | Sell |
7,728
-176
| -2% | -$11.3K | 0.27% | 60 |
|
|
2015
Q4 | $544K | Buy |
7,904
+21
| +0.3% | +$1.45K | 0.31% | 52 |
|
|
2015
Q3 | $467K | Buy |
7,883
+22
| +0.3% | +$1.3K | 0.3% | 53 |
|
|
2015
Q2 | $523K | Sell |
7,861
-1,279
| -14% | -$85.1K | 0.32% | 49 |
|
|
2015
Q1 | $590K | Buy |
9,140
+23
| +0.3% | +$1.49K | 0.36% | 47 |
|
|
2014
Q4 | $538K | Buy |
9,117
+24
| +0.3% | +$1.42K | 0.38% | 49 |
|
|
2014
Q3 | $465K | Buy |
9,093
+328
| +4% | +$16.8K | 0.36% | 55 |
|
|
2014
Q2 | $425K | Sell |
8,765
-657
| -7% | -$31.9K | 0.33% | 56 |
|
|
2014
Q1 | $489K | Buy |
9,422
+32
| +0.3% | +$1.66K | 0.41% | 48 |
|
|
2013
Q4 | $499K | Buy |
9,390
+21
| +0.2% | +$1.12K | 0.42% | 48 |
|
|
2013
Q3 | $434K | Buy |
+9,369
| New | +$434K | 0.41% | 46 |
|