HNWAG
High Net Worth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
11,841
-5,435
| -31% | -$252K | 0.15% | 124 |
|
|
2025
Q1 | $1.05M | Buy |
17,276
+302
| +2% | +$18.4K | 0.3% | 80 |
|
|
2024
Q4 | $960K | Buy |
16,974
+5,040
| +42% | +$285K | 0.27% | 84 |
|
|
2024
Q3 | $617K | Buy |
11,934
+75
| +0.6% | +$3.88K | 0.17% | 115 |
|
|
2024
Q2 | $493K | Sell |
11,859
-4,187
| -26% | -$174K | 0.15% | 117 |
|
|
2024
Q1 | $870K | Buy |
16,046
+1,055
| +7% | +$57.2K | 0.27% | 84 |
|
|
2023
Q4 | $769K | Sell |
14,991
-3,920
| -21% | -$201K | 0.29% | 84 |
|
|
2023
Q3 | $1.1M | Sell |
18,911
-530
| -3% | -$30.8K | 0.44% | 58 |
|
|
2023
Q2 | $1.24M | Sell |
19,441
-2,380
| -11% | -$152K | 0.48% | 56 |
|
|
2023
Q1 | $1.51M | Hold |
21,821
| – | – | 0.62% | 47 |
|
|
2022
Q4 | $1.57M | Sell |
21,821
-860
| -4% | -$61.9K | 0.61% | 42 |
|
|
2022
Q3 | $1.61M | Sell |
22,681
-3,330
| -13% | -$237K | 0.69% | 37 |
|
|
2022
Q2 | $2M | Buy |
26,011
+7,810
| +43% | +$601K | 0.83% | 30 |
|
|
2022
Q1 | $1.33M | Buy |
18,201
+2,000
| +12% | +$146K | 0.48% | 54 |
|
|
2021
Q4 | $1.01M | Buy |
+16,201
| New | +$1.01M | 0.35% | 64 |
|