KWM
Keebeck 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 | $551K | Sell |
11,901
-322
| -3% | -$14.9K | 0.07% | 186 |
|
|
2025
Q1 | $745K | Sell |
12,223
-9,448
| -44% | -$576K | 0.11% | 147 |
|
|
2024
Q4 | $1.23M | Buy |
21,671
+388
| +2% | +$21.9K | 0.18% | 118 |
|
|
2024
Q3 | $1.1M | Buy |
21,283
+6
| +0% | +$310 | 0.16% | 129 |
|
|
2024
Q2 | $884K | Buy |
21,277
+9,928
| +87% | +$412K | 0.13% | 138 |
|
|
2024
Q1 | $615K | Sell |
11,349
-855
| -7% | -$46.4K | 0.09% | 167 |
|
|
2023
Q4 | $626K | Sell |
12,204
-4,547
| -27% | -$233K | 0.1% | 155 |
|
|
2023
Q3 | $972K | Buy |
16,751
+6,438
| +62% | +$374K | 0.17% | 129 |
|
|
2023
Q2 | $660K | Buy |
10,313
+5,060
| +96% | +$324K | 0.09% | 154 |
|
|
2023
Q1 | $364K | Buy |
5,253
+1,524
| +41% | +$106K | 0.06% | 191 |
|
|
2022
Q4 | $268K | Buy |
3,729
+81
| +2% | +$5.83K | 0.05% | 205 |
|
|
2022
Q3 | $259K | Sell |
3,648
-194
| -5% | -$13.8K | 0.05% | 204 |
|
|
2022
Q2 | $298K | Hold |
3,842
| – | – | 0.06% | 195 |
|
|
2022
Q1 | $283K | Hold |
3,842
| – | – | 0.05% | 204 |
|
|
2021
Q4 | $240K | Sell |
3,842
-24,717
| -87% | -$1.54M | 0.04% | 200 |
|
|
2021
Q3 | $1.7M | Sell |
28,559
-883
| -3% | -$52.7K | 0.34% | 70 |
|
|
2021
Q2 | $1.97M | Buy |
29,442
+25,000
| +563% | +$1.67M | 0.28% | 74 |
|
|
2021
Q1 | $283K | Sell |
4,442
-7,454
| -63% | -$475K | 0.04% | 205 |
|
|
2020
Q4 | $744K | Buy |
11,896
+4,488
| +61% | +$281K | 0.13% | 123 |
|
|
2020
Q3 | $446K | Sell |
7,408
-898
| -11% | -$54.1K | 0.09% | 139 |
|
|
2020
Q2 | $488K | Buy |
+8,306
| New | +$488K | 0.15% | 117 |
|
|
2020
Q1 | – | Sell |
-2,790
| Closed | -$178K | – | 160 |
|
|
2019
Q4 | $178K | Buy |
+2,790
| New | +$178K | 0.06% | 147 |
|