MWM
Mattern Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
4,400
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $268K | Sell |
4,400
-400
| -8% | -$24.4K | 0.06% | 135 |
|
|
2024
Q4 | $272K | Hold |
4,800
| – | – | 0.06% | 140 |
|
|
2024
Q3 | $248K | Buy |
+4,800
| New | +$248K | 0.05% | 156 |
|
|
2024
Q2 | – | Sell |
-4,400
| Closed | -$239K | – | 174 |
|
|
2024
Q1 | $239K | Hold |
4,400
| – | – | 0.06% | 159 |
|
|
2023
Q4 | $226K | Sell |
4,400
-1,100
| -20% | -$56.4K | 0.06% | 160 |
|
|
2023
Q3 | $319K | Hold |
5,500
| – | – | 0.09% | 129 |
|
|
2023
Q2 | $352K | Hold |
5,500
| – | – | 0.1% | 124 |
|
|
2023
Q1 | $381K | Hold |
5,500
| – | – | 0.13% | 126 |
|
|
2022
Q4 | $396K | Hold |
5,500
| – | – | 0.16% | 115 |
|
|
2022
Q3 | $391K | Hold |
5,500
| – | – | 0.16% | 108 |
|
|
2022
Q2 | $424K | Hold |
5,500
| – | – | 0.17% | 102 |
|
|
2022
Q1 | $402K | Hold |
5,500
| – | – | 0.13% | 106 |
|
|
2021
Q4 | $343K | Sell |
5,500
-100
| -2% | -$6.24K | 0.1% | 127 |
|
|
2021
Q3 | $331K | Buy |
5,600
+100
| +2% | +$5.91K | 0.11% | 131 |
|
|
2021
Q2 | $370K | Hold |
5,500
| – | – | 0.12% | 129 |
|
|
2021
Q1 | $347K | Sell |
5,500
-150
| -3% | -$9.46K | 0.12% | 125 |
|
|
2020
Q4 | $350K | Hold |
5,650
| – | – | 0.13% | 122 |
|
|
2020
Q3 | $341K | Hold |
5,650
| – | – | 0.15% | 117 |
|
|
2020
Q2 | $332K | Sell |
5,650
-100
| -2% | -$5.88K | 0.16% | 109 |
|
|
2020
Q1 | $321K | Buy |
+5,750
| New | +$321K | 0.23% | 95 |
|