IFWM
Institute for 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 | $1.04M | Sell |
22,410
-146
| -0.6% | -$6.76K | 0.12% | 186 |
|
|
2025
Q1 | $1.38M | Sell |
22,556
-3,334
| -13% | -$203K | 0.18% | 125 |
|
|
2024
Q4 | $1.46M | Sell |
25,890
-7,082
| -21% | -$401K | 0.18% | 111 |
|
|
2024
Q3 | $1.71M | Buy |
32,972
+1,097
| +3% | +$56.8K | 0.22% | 107 |
|
|
2024
Q2 | $1.32M | Buy |
31,875
+297
| +0.9% | +$12.3K | 0.18% | 121 |
|
|
2024
Q1 | $1.71M | Buy |
31,578
+1,522
| +5% | +$82.5K | 0.22% | 96 |
|
|
2023
Q4 | $1.54M | Buy |
30,056
+296
| +1% | +$15.2K | 0.25% | 94 |
|
|
2023
Q3 | $1.73M | Sell |
29,760
-284
| -0.9% | -$16.5K | 0.31% | 77 |
|
|
2023
Q2 | $1.92M | Sell |
30,044
-352
| -1% | -$22.5K | 0.32% | 71 |
|
|
2023
Q1 | $2.11M | Sell |
30,396
-364
| -1% | -$25.2K | 0.4% | 56 |
|
|
2022
Q4 | $2.21M | Sell |
30,760
-56
| -0.2% | -$4.03K | 0.47% | 49 |
|
|
2022
Q3 | $2.19M | Buy |
30,816
+1
| +0% | +$71 | 0.49% | 45 |
|
|
2022
Q2 | $2.37M | Sell |
30,815
-9,199
| -23% | -$708K | 0.47% | 42 |
|
|
2022
Q1 | $2.92M | Sell |
40,014
-16,064
| -29% | -$1.17M | 0.47% | 43 |
|
|
2021
Q4 | $3.5M | Buy |
56,078
+458
| +0.8% | +$28.6K | 0.57% | 31 |
|
|
2021
Q3 | $3.29M | Sell |
55,620
-6
| -0% | -$355 | 0.58% | 32 |
|
|
2021
Q2 | $3.72M | Sell |
55,626
-591
| -1% | -$39.5K | 0.65% | 26 |
|
|
2021
Q1 | $3.55M | Buy |
56,217
+186
| +0.3% | +$11.7K | 0.67% | 26 |
|
|
2020
Q4 | $3.48M | Buy |
56,031
+360
| +0.6% | +$22.3K | 0.69% | 27 |
|
|
2020
Q3 | $3.36M | Buy |
55,671
+35,658
| +178% | +$2.15M | 0.77% | 24 |
|
|
2020
Q2 | $1.18M | Buy |
20,013
+106
| +0.5% | +$6.23K | 0.29% | 91 |
|
|
2020
Q1 | $1.11M | Buy |
19,907
+369
| +2% | +$20.6K | 0.34% | 75 |
|
|
2019
Q4 | $1.25M | Buy |
19,538
+6,752
| +53% | +$433K | 0.28% | 93 |
|
|
2019
Q3 | $648K | Sell |
12,786
-6,357
| -33% | -$322K | 0.16% | 187 |
|
|
2019
Q2 | $868K | Buy |
19,143
+702
| +4% | +$31.8K | 0.19% | 154 |
|
|
2019
Q1 | $880K | Buy |
+18,441
| New | +$880K | 0.19% | 147 |
|
|
2018
Q4 | – | Sell |
-18,604
| Closed | -$1.14M | – | 269 |
|
|
2018
Q3 | $1.14M | Sell |
18,604
-448
| -2% | -$27.5K | 0.39% | 93 |
|
|
2018
Q2 | $1.06M | Buy |
19,052
+950
| +5% | +$52.7K | 0.34% | 103 |
|
|
2018
Q1 | $945K | Buy |
18,102
+4,316
| +31% | +$225K | 0.28% | 131 |
|
|
2017
Q4 | $840K | Sell |
13,786
-7,236
| -34% | -$441K | 0.19% | 156 |
|
|
2017
Q3 | $1.34M | Sell |
21,022
-117
| -0.6% | -$7.44K | 0.43% | 74 |
|
|
2017
Q2 | $1.18M | Buy |
+21,139
| New | +$1.18M | 0.33% | 89 |
|