MPW
MA Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,296
| Closed | -$201K | – | 82 |
|
|
2025
Q1 | $201K | Buy |
+3,296
| New | +$201K | 0.04% | 75 |
|
|
2023
Q1 | – | Sell |
-3,674
| Closed | -$264K | – | 67 |
|
|
2022
Q4 | $264K | Buy |
3,674
+8
| +0.2% | +$576 | 0.06% | 72 |
|
|
2022
Q3 | $268K | Buy |
3,666
+8
| +0.2% | +$585 | 0.07% | 62 |
|
|
2022
Q2 | $273K | Sell |
3,658
-286
| -7% | -$21.3K | 0.07% | 61 |
|
|
2022
Q1 | $288K | Buy |
3,944
+24
| +0.6% | +$1.75K | 0.05% | 72 |
|
|
2021
Q4 | $244K | Buy |
3,920
+115
| +3% | +$7.16K | 0.04% | 86 |
|
|
2021
Q3 | $225K | Buy |
3,805
+20
| +0.5% | +$1.18K | 0.04% | 84 |
|
|
2021
Q2 | $253K | Sell |
3,785
-9
| -0.2% | -$602 | 0.05% | 79 |
|
|
2021
Q1 | $240K | Buy |
+3,794
| New | +$240K | 0.05% | 83 |
|
|
2020
Q4 | – | Sell |
-3,950
| Closed | -$238K | – | 69 |
|
|
2020
Q3 | $238K | Buy |
3,950
+21
| +0.5% | +$1.27K | 0.06% | 77 |
|
|
2020
Q2 | $231K | Buy |
3,929
+19
| +0.5% | +$1.12K | 0.06% | 77 |
|
|
2020
Q1 | $218K | Buy |
3,910
+24
| +0.6% | +$1.34K | 0.06% | 78 |
|
|
2019
Q4 | $249K | Buy |
+3,886
| New | +$249K | 0.08% | 65 |
|