LA
LVW Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
4,553
-291
| -6% | -$13.5K | 0.02% | 311 |
|
|
2025
Q1 | $295K | Sell |
4,844
-5,208
| -52% | -$318K | 0.04% | 238 |
|
|
2024
Q4 | $569K | Sell |
10,052
-1,571
| -14% | -$88.9K | 0.07% | 168 |
|
|
2024
Q3 | $601K | Sell |
11,623
-193
| -2% | -$9.99K | 0.08% | 166 |
|
|
2024
Q2 | $491K | Sell |
11,816
-10,614
| -47% | -$441K | 0.07% | 171 |
|
|
2024
Q1 | $1.22M | Buy |
22,430
+87
| +0.4% | +$4.72K | 0.21% | 81 |
|
|
2023
Q4 | $1.15M | Sell |
22,343
-15,973
| -42% | -$820K | 0.21% | 76 |
|
|
2023
Q3 | $2.22M | Sell |
38,316
-29,777
| -44% | -$1.73M | 0.46% | 44 |
|
|
2023
Q2 | $4.35M | Sell |
68,093
-3,505
| -5% | -$224K | 0.84% | 22 |
|
|
2023
Q1 | $4.96M | Buy |
71,598
+2,430
| +4% | +$168K | 0.97% | 19 |
|
|
2022
Q4 | $4.98M | Buy |
69,168
+656
| +1% | +$47.2K | 1.01% | 19 |
|
|
2022
Q3 | $4.87M | Buy |
68,512
+1,555
| +2% | +$111K | 1.09% | 18 |
|
|
2022
Q2 | $5.16M | Sell |
66,957
-263
| -0.4% | -$20.3K | 1.05% | 19 |
|
|
2022
Q1 | $4.91M | Buy |
67,220
+7,545
| +13% | +$551K | 0.83% | 27 |
|
|
2021
Q4 | $3.72M | Buy |
59,675
+4,501
| +8% | +$281K | 0.63% | 43 |
|
|
2021
Q3 | $3.27M | Buy |
55,174
+3,242
| +6% | +$192K | 0.56% | 46 |
|
|
2021
Q2 | $3.47M | Buy |
51,932
+16,161
| +45% | +$1.08M | 0.62% | 45 |
|
|
2021
Q1 | $2.26M | Buy |
35,771
+29,834
| +503% | +$1.88M | 0.43% | 54 |
|
|
2020
Q4 | $368K | Buy |
5,937
+2,310
| +64% | +$143K | 0.07% | 145 |
|
|
2020
Q3 | $219K | Buy |
+3,627
| New | +$219K | 0.05% | 177 |
|
|
2020
Q1 | – | Sell |
-3,702
| Closed | -$238K | – | 164 |
|
|
2019
Q4 | $238K | Buy |
+3,702
| New | +$238K | 0.05% | 160 |
|
|
2017
Q1 | – | Sell |
-3,444
| Closed | -$201K | – | 124 |
|
|
2016
Q4 | $201K | Buy |
+3,444
| New | +$201K | 0.07% | 141 |
|
|
2016
Q1 | – | Sell |
-3,247
| Closed | -$223K | – | 151 |
|
|
2015
Q4 | $223K | Buy |
+3,247
| New | +$223K | 0.09% | 135 |
|
|
2015
Q3 | – | Sell |
-3,315
| Closed | -$221K | – | 142 |
|
|
2015
Q2 | $221K | Hold |
3,315
| – | – | 0.09% | 135 |
|
|
2015
Q1 | $214K | Sell |
3,315
-100
| -3% | -$6.46K | 0.1% | 140 |
|
|
2014
Q4 | $202K | Buy |
+3,415
| New | +$202K | 0.11% | 151 |
|