LWA
Lineweaver 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 | $1.36M | Buy |
29,326
+5,121
| +21% | +$237K | 0.21% | 84 |
|
|
2025
Q1 | $1.48M | Buy |
24,205
+3,602
| +17% | +$220K | 0.25% | 79 |
|
|
2024
Q4 | $1.17M | Buy |
+20,603
| New | +$1.17M | 0.22% | 86 |
|
|
2023
Q4 | – | Sell |
-20,303
| Closed | -$1.18M | – | 127 |
|
|
2023
Q3 | $1.18M | Sell |
20,303
-13,238
| -39% | -$768K | 0.34% | 57 |
|
|
2023
Q2 | $2.15M | Sell |
33,541
-213
| -0.6% | -$13.6K | 0.61% | 38 |
|
|
2023
Q1 | $2.34M | Buy |
33,754
+1,889
| +6% | +$131K | 0.72% | 27 |
|
|
2022
Q4 | $2.29M | Buy |
+31,865
| New | +$2.29M | 0.69% | 30 |
|
|
2021
Q4 | – | Sell |
-4,533
| Closed | -$268K | – | 135 |
|
|
2021
Q3 | $268K | Buy |
4,533
+799
| +21% | +$47.2K | 0.08% | 115 |
|
|
2021
Q2 | $249K | Buy |
+3,734
| New | +$249K | 0.08% | 108 |
|