IWA
IVC Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
5,505
+738
| +15% | +$34.2K | 0.12% | 144 |
|
|
2025
Q1 | $291K | Sell |
4,767
-127
| -3% | -$7.75K | 0.16% | 127 |
|
|
2024
Q4 | $277K | Sell |
4,894
-469
| -9% | -$26.5K | 0.15% | 128 |
|
|
2024
Q3 | $277K | Sell |
5,363
-217
| -4% | -$11.2K | 0.15% | 128 |
|
|
2024
Q2 | $232K | Buy |
+5,580
| New | +$232K | 0.13% | 148 |
|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$205K | – | 165 |
|
|
2023
Q4 | $205K | Sell |
4,000
-4,367
| -52% | -$224K | 0.13% | 154 |
|
|
2023
Q3 | $486K | Sell |
8,367
-624
| -7% | -$36.2K | 0.32% | 75 |
|
|
2023
Q2 | $575K | Buy |
8,991
+140
| +2% | +$8.95K | 0.36% | 70 |
|
|
2023
Q1 | $613K | Sell |
8,851
-128
| -1% | -$8.87K | 0.43% | 64 |
|
|
2022
Q4 | $646K | Buy |
8,979
+174
| +2% | +$12.5K | 0.48% | 61 |
|
|
2022
Q3 | $626K | Sell |
8,805
-137
| -2% | -$9.74K | 0.5% | 58 |
|
|
2022
Q2 | $689K | Buy |
8,942
+105
| +1% | +$8.09K | 0.53% | 53 |
|
|
2022
Q1 | $645K | Buy |
8,837
+574
| +7% | +$41.9K | 0.42% | 61 |
|
|
2021
Q4 | $515K | Buy |
8,263
+270
| +3% | +$16.8K | 0.33% | 79 |
|
|
2021
Q3 | $473K | Sell |
7,993
-250
| -3% | -$14.8K | 0.33% | 77 |
|
|
2021
Q2 | $551K | Sell |
8,243
-1,925
| -19% | -$129K | 0.39% | 72 |
|
|
2021
Q1 | $642K | Buy |
10,168
+75
| +0.7% | +$4.74K | 0.51% | 57 |
|
|
2020
Q4 | $626K | Buy |
+10,093
| New | +$626K | 0.6% | 47 |
|