IAA
Independent Advisor Alliance’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
73,685
-2,388
| -3% | -$111K | 0.1% | 180 |
|
|
2025
Q1 | $4.64M | Buy |
76,073
+5,024
| +7% | +$306K | 0.15% | 113 |
|
|
2024
Q4 | $4.02M | Buy |
71,049
+25,330
| +55% | +$1.43M | 0.05% | 322 |
|
|
2024
Q3 | $2.37M | Buy |
45,719
+1,654
| +4% | +$85.6K | 0.09% | 195 |
|
|
2024
Q2 | $1.83M | Sell |
44,065
-2,876
| -6% | -$119K | 0.06% | 235 |
|
|
2024
Q1 | $2.55M | Buy |
46,941
+14,596
| +45% | +$792K | 0.09% | 185 |
|
|
2023
Q4 | $1.66M | Sell |
32,345
-3,595
| -10% | -$184K | 0.06% | 234 |
|
|
2023
Q3 | $2.09M | Sell |
35,940
-3,670
| -9% | -$213K | 0.09% | 190 |
|
|
2023
Q2 | $2.53M | Sell |
39,610
-284
| -0.7% | -$18.2K | 0.11% | 167 |
|
|
2023
Q1 | $2.77M | Sell |
39,894
-4,786
| -11% | -$332K | 0.13% | 142 |
|
|
2022
Q4 | $3.22K | Sell |
44,680
-107
| -0.2% | -$8 | ﹤0.01% | 210 |
|
|
2022
Q3 | $3.18M | Buy |
44,787
+437
| +1% | +$31.1K | 0.19% | 112 |
|
|
2022
Q2 | $3.42M | Sell |
44,350
-659
| -1% | -$50.7K | 0.19% | 108 |
|
|
2022
Q1 | $3.29M | Buy |
45,009
+6,756
| +18% | +$493K | 0.16% | 124 |
|
|
2021
Q4 | $2.39M | Buy |
38,253
+1,256
| +3% | +$78.3K | 0.12% | 142 |
|
|
2021
Q3 | $2.19M | Buy |
36,997
+752
| +2% | +$44.5K | 0.12% | 147 |
|
|
2021
Q2 | $2.42M | Sell |
36,245
-554
| -2% | -$37K | 0.13% | 151 |
|
|
2021
Q1 | $2.32M | Sell |
36,799
-1,642
| -4% | -$104K | 0.14% | 140 |
|
|
2020
Q4 | $2.38M | Buy |
38,441
+1,352
| +4% | +$83.8K | 0.16% | 122 |
|
|
2020
Q3 | $2.24M | Sell |
37,089
-1,798
| -5% | -$108K | 0.17% | 117 |
|
|
2020
Q2 | $2.29M | Buy |
38,887
+4,424
| +13% | +$260K | 0.24% | 87 |
|
|
2020
Q1 | $1.92M | Sell |
34,463
-14,031
| -29% | -$782K | 0.28% | 70 |
|
|
2019
Q4 | $3.11M | Buy |
48,494
+11,281
| +30% | +$724K | 0.14% | 165 |
|
|
2019
Q3 | $1.92M | Sell |
37,213
-444
| -1% | -$23K | 0.24% | 98 |
|
|
2019
Q2 | $1.48M | Buy |
37,657
+11,000
| +41% | +$432K | 0.21% | 96 |
|
|
2019
Q1 | $1.27M | Buy |
26,657
+2,514
| +10% | +$120K | 0.18% | 117 |
|
|
2018
Q4 | $1.26M | Buy |
24,143
+533
| +2% | +$27.7K | 0.22% | 99 |
|
|
2018
Q3 | $1.43M | Buy |
23,610
+997
| +4% | +$60.2K | 0.26% | 85 |
|
|
2018
Q2 | $1.22M | Sell |
22,613
-21
| -0.1% | -$1.13K | 0.25% | 91 |
|
|
2018
Q1 | $1.4M | Sell |
22,634
-770
| -3% | -$47.7K | 0.31% | 80 |
|
|
2017
Q4 | $1.45M | Buy |
23,404
+3,526
| +18% | +$218K | 0.32% | 82 |
|
|
2017
Q3 | $1.28M | Sell |
19,878
-838
| -4% | -$53.8K | 0.35% | 78 |
|
|
2017
Q2 | $1.16M | Sell |
20,716
-3,487
| -14% | -$195K | 0.37% | 80 |
|
|
2017
Q1 | $1.29M | Buy |
24,203
+3,399
| +16% | +$180K | 0.2% | 136 |
|
|
2016
Q4 | $1.02M | Buy |
+20,804
| New | +$1.02M | 0.44% | 71 |
|