LWM
Liberty Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,707
| Closed | -$323K | – | 160 |
|
|
2024
Q4 | $323K | Buy |
5,707
+914
| +19% | +$51.7K | 0.05% | 158 |
|
|
2024
Q3 | $248K | Buy |
+4,793
| New | +$248K | 0.04% | 177 |
|
|
2024
Q2 | – | Sell |
-4,217
| Closed | -$229K | – | 234 |
|
|
2024
Q1 | $229K | Buy |
+4,217
| New | +$229K | 0.04% | 170 |
|
|
2023
Q3 | – | Sell |
-3,394
| Closed | -$217K | – | 175 |
|
|
2023
Q2 | $217K | Buy |
3,394
+11
| +0.3% | +$703 | 0.05% | 173 |
|
|
2023
Q1 | $234K | Buy |
+3,383
| New | +$234K | 0.05% | 199 |
|
|
2022
Q3 | $276K | Sell |
3,891
-446
| -10% | -$31.6K | 0.07% | 116 |
|
|
2022
Q2 | $334K | Sell |
4,337
-337
| -7% | -$26K | 0.14% | 103 |
|
|
2022
Q1 | $341K | Buy |
4,674
+54
| +1% | +$3.94K | 0.12% | 99 |
|
|
2021
Q4 | $288 | Sell |
4,620
-745
| -14% | -$46 | 0.01% | 127 |
|
|
2021
Q3 | $317K | Sell |
5,365
-838
| -14% | -$49.5K | 0.11% | 110 |
|
|
2021
Q2 | $415K | Sell |
6,203
-674
| -10% | -$45.1K | 0.16% | 79 |
|
|
2021
Q1 | $427K | Hold |
6,877
| – | – | 0.21% | 68 |
|
|
2020
Q4 | $427K | Buy |
6,877
+1,910
| +38% | +$119K | 0.21% | 68 |
|
|
2020
Q3 | $299K | Buy |
4,967
+637
| +15% | +$38.3K | 0.18% | 73 |
|
|
2020
Q2 | $255K | Sell |
4,330
-136
| -3% | -$8.01K | 0.18% | 79 |
|
|
2020
Q1 | $249K | Sell |
4,466
-197
| -4% | -$11K | 0.22% | 71 |
|
|
2019
Q4 | $299K | Buy |
4,663
+1,140
| +32% | +$73.1K | 0.24% | 80 |
|
|
2019
Q3 | $179K | Sell |
3,523
-1,844
| -34% | -$93.7K | 0.17% | 102 |
|
|
2019
Q2 | $243K | Buy |
5,367
+1,933
| +56% | +$87.5K | 0.21% | 93 |
|
|
2019
Q1 | $163K | Buy |
3,434
+79
| +2% | +$3.75K | 0.12% | 99 |
|
|
2018
Q4 | $174K | Buy |
+3,355
| New | +$174K | 0.13% | 91 |
|