LWANC
Laurel Wealth Advisors (North Carolina)’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Buy |
330,974
+323,524
| +4,343% | +$6.99M | 0.1% | 125 |
|
|
2025
Q1 | $454K | Hold |
7,450
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $421K | Buy |
7,450
+240
| +3% | +$13.6K | 0.07% | 133 |
|
|
2024
Q3 | $373K | Buy |
7,210
+994
| +16% | +$51.4K | 0.06% | 135 |
|
|
2024
Q2 | $258K | Sell |
6,216
-105
| -2% | -$4.36K | 0.04% | 157 |
|
|
2024
Q1 | $343K | Hold |
6,321
| – | – | 0.06% | 140 |
|
|
2023
Q4 | $324K | Sell |
6,321
-150
| -2% | -$7.7K | 0.06% | 138 |
|
|
2023
Q3 | $376K | Sell |
6,471
-693
| -10% | -$40.2K | 0.08% | 127 |
|
|
2023
Q2 | $458K | Hold |
7,164
| – | – | 0.09% | 124 |
|
|
2023
Q1 | $497K | Hold |
7,164
| – | – | 0.11% | 119 |
|
|
2022
Q4 | $515K | Hold |
7,164
| – | – | 0.12% | 115 |
|
|
2022
Q3 | $509K | Sell |
7,164
-16
| -0.2% | -$1.14K | 0.13% | 112 |
|
|
2022
Q2 | $553K | Hold |
7,180
| – | – | 0.13% | 107 |
|
|
2022
Q1 | $524K | Hold |
7,180
| – | – | 0.11% | 119 |
|
|
2021
Q4 | $448K | Sell |
7,180
-450
| -6% | -$28.1K | 0.09% | 126 |
|
|
2021
Q3 | $451K | Hold |
7,630
| – | – | 0.1% | 126 |
|
|
2021
Q2 | $510K | Sell |
7,630
-34
| -0.4% | -$2.27K | 0.11% | 116 |
|
|
2021
Q1 | $484K | Sell |
7,664
-450
| -6% | -$28.4K | 0.12% | 117 |
|
|
2020
Q4 | $503K | Buy |
8,114
+1,793
| +28% | +$111K | 0.13% | 110 |
|
|
2020
Q3 | $381K | Sell |
6,321
-400
| -6% | -$24.1K | 0.11% | 117 |
|
|
2020
Q2 | $395K | Hold |
6,721
| – | – | 0.13% | 108 |
|
|
2020
Q1 | $375K | Hold |
6,721
| – | – | 0.14% | 101 |
|
|
2019
Q4 | $431K | Hold |
6,721
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $341K | Hold |
6,721
| – | – | 0.12% | 121 |
|
|
2019
Q2 | $305K | Buy |
6,721
+416
| +7% | +$18.9K | 0.11% | 123 |
|
|
2019
Q1 | $301K | Sell |
6,305
-100
| -2% | -$4.77K | 0.11% | 122 |
|
|
2018
Q4 | $333K | Buy |
+6,405
| New | +$333K | 0.13% | 110 |
|