LWAM
Legacy Wealth Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
10,206
+170
| +2% | +$7.87K | 0.12% | 260 |
|
|
2025
Q1 | $612K | Buy |
10,036
+52
| +0.5% | +$3.17K | 0.17% | 200 |
|
|
2024
Q4 | $565K | Sell |
9,984
-304
| -3% | -$17.2K | 0.15% | 218 |
|
|
2024
Q3 | $532K | Buy |
10,288
+215
| +2% | +$11.1K | 0.14% | 236 |
|
|
2024
Q2 | $418K | Buy |
10,073
+213
| +2% | +$8.85K | 0.12% | 260 |
|
|
2024
Q1 | $535K | Buy |
9,860
+545
| +6% | +$29.6K | 0.15% | 221 |
|
|
2023
Q4 | $478K | Sell |
9,315
-24
| -0.3% | -$1.23K | 0.16% | 231 |
|
|
2023
Q3 | $542K | Buy |
9,339
+44
| +0.5% | +$2.55K | 0.2% | 177 |
|
|
2023
Q2 | $594K | Sell |
9,295
-2,702
| -23% | -$173K | 0.21% | 162 |
|
|
2023
Q1 | $832K | Buy |
11,997
+29
| +0.2% | +$2.01K | 0.3% | 98 |
|
|
2022
Q4 | $861K | Buy |
11,968
+69
| +0.6% | +$4.97K | 0.33% | 95 |
|
|
2022
Q3 | $846K | Sell |
11,899
-2,558
| -18% | -$182K | 0.37% | 84 |
|
|
2022
Q2 | $1.11M | Sell |
14,457
-80
| -0.6% | -$6.16K | 0.45% | 59 |
|
|
2022
Q1 | $1.06M | Buy |
14,537
+210
| +1% | +$15.3K | 0.38% | 86 |
|
|
2021
Q4 | $893K | Buy |
14,327
+2,369
| +20% | +$148K | 0.3% | 127 |
|
|
2021
Q3 | $708K | Buy |
11,958
+155
| +1% | +$9.18K | 0.32% | 130 |
|
|
2021
Q2 | $789K | Buy |
11,803
+400
| +4% | +$26.7K | 0.35% | 114 |
|
|
2021
Q1 | $720K | Buy |
11,403
+251
| +2% | +$15.8K | 0.33% | 122 |
|
|
2020
Q4 | $692K | Buy |
+11,152
| New | +$692K | 0.35% | 113 |
|