Guardian Wealth Advisors (North Carolina)’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
5,761
+275
| +5% | +$12.7K | 0.02% | 284 |
|
|
2025
Q1 | $335K | Buy |
5,486
+288
| +6% | +$17.6K | 0.03% | 236 |
|
|
2024
Q4 | $294K | Buy |
5,198
+946
| +22% | +$53.5K | 0.02% | 252 |
|
|
2024
Q3 | $220K | Sell |
4,252
-1,577
| -27% | -$81.6K | 0.02% | 254 |
|
|
2024
Q2 | $242K | Sell |
5,829
-1,209
| -17% | -$50.2K | 0.03% | 232 |
|
|
2024
Q1 | $382K | Buy |
7,038
+661
| +10% | +$35.8K | 0.05% | 187 |
|
|
2023
Q4 | $327K | Sell |
6,377
-615
| -9% | -$31.6K | 0.05% | 184 |
|
|
2023
Q3 | $406K | Sell |
6,992
-699
| -9% | -$40.6K | 0.07% | 144 |
|
|
2023
Q2 | $492K | Buy |
7,691
+329
| +4% | +$21K | 0.08% | 126 |
|
|
2023
Q1 | $510K | Sell |
7,362
-83
| -1% | -$5.75K | 0.09% | 114 |
|
|
2022
Q4 | $536K | Sell |
7,445
-17
| -0.2% | -$1.22K | 0.1% | 105 |
|
|
2022
Q3 | $530K | Sell |
7,462
-843
| -10% | -$59.9K | 0.1% | 100 |
|
|
2022
Q2 | $644K | Buy |
8,305
+955
| +13% | +$74.1K | 0.12% | 88 |
|
|
2022
Q1 | $541K | Buy |
7,350
+130
| +2% | +$9.57K | 0.23% | 75 |
|
|
2021
Q4 | $450K | Buy |
+7,220
| New | +$450K | 0.19% | 98 |
|