GLLW
Graves Light Lenhart Wealth’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
4,863
-658
| -12% | -$30.5K | 0.03% | 176 |
|
|
2025
Q1 | $337K | Buy |
5,521
+5
| +0.1% | +$305 | 0.04% | 132 |
|
|
2024
Q4 | $312K | Sell |
5,516
-200
| -3% | -$11.3K | 0.04% | 144 |
|
|
2024
Q3 | $296K | Sell |
5,716
-1,163
| -17% | -$60.2K | 0.04% | 148 |
|
|
2024
Q2 | $284K | Sell |
6,879
-231
| -3% | -$9.54K | 0.03% | 152 |
|
|
2024
Q1 | $386K | Sell |
7,110
-185
| -3% | -$10K | 0.04% | 122 |
|
|
2023
Q4 | $374K | Sell |
7,295
-411
| -5% | -$21.1K | 0.05% | 127 |
|
|
2023
Q3 | $437K | Sell |
7,706
-22,261
| -74% | -$1.26M | 0.06% | 110 |
|
|
2023
Q2 | $1.92M | Buy |
29,967
+350
| +1% | +$22.4K | 0.26% | 68 |
|
|
2023
Q1 | $2.05M | Sell |
29,617
-320
| -1% | -$22.2K | 0.32% | 59 |
|
|
2022
Q4 | $2.15M | Hold |
29,937
| – | – | 0.33% | 62 |
|
|
2022
Q3 | $2.13M | Hold |
29,937
| – | – | 0.35% | 60 |
|
|
2022
Q2 | $2.31M | Sell |
29,937
-2,073
| -6% | -$160K | 0.35% | 60 |
|
|
2022
Q1 | $2.34M | Sell |
32,010
-46,164
| -59% | -$3.37M | 0.33% | 60 |
|
|
2021
Q4 | $4.87M | Sell |
78,174
-32,477
| -29% | -$2.02M | 0.69% | 40 |
|
|
2021
Q3 | $6.55M | Buy |
110,651
+474
| +0.4% | +$28K | 1.03% | 27 |
|
|
2021
Q2 | $7.36M | Buy |
110,177
+46,617
| +73% | +$3.11M | 1.18% | 25 |
|
|
2021
Q1 | $4.01M | Buy |
63,560
+9,472
| +18% | +$598K | 0.69% | 41 |
|
|
2020
Q4 | $3.36M | Buy |
54,088
+626
| +1% | +$38.8K | 0.63% | 43 |
|
|
2020
Q3 | $3.22M | Buy |
53,462
+997
| +2% | +$60.1K | 0.71% | 40 |
|
|
2020
Q2 | $3.09M | Buy |
52,465
+3,539
| +7% | +$208K | 0.72% | 41 |
|
|
2020
Q1 | $2.73M | Buy |
48,926
+1,594
| +3% | +$88.8K | 0.74% | 40 |
|
|
2019
Q4 | $3.04M | Buy |
47,332
+708
| +2% | +$45.4K | 0.64% | 47 |
|
|
2019
Q3 | $2.68M | Buy |
46,624
+8,253
| +22% | +$474K | 0.59% | 47 |
|
|
2019
Q2 | $1.74M | Buy |
38,371
+32,211
| +523% | +$1.46M | 0.42% | 57 |
|
|
2019
Q1 | $294K | Sell |
6,160
-2,088
| -25% | -$99.6K | 0.07% | 112 |
|
|
2018
Q4 | $429K | Buy |
+8,248
| New | +$429K | 0.13% | 92 |
|