MW
MBL 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 |
-5,974
| Closed | -$364K | – | 240 |
|
|
2025
Q1 | $364K | Buy |
5,974
+1,300
| +28% | +$79.3K | 0.04% | 162 |
|
|
2024
Q4 | $264K | Buy |
+4,674
| New | +$264K | 0.03% | 190 |
|
|
2024
Q1 | – | Sell |
-4,193
| Closed | -$215K | – | 200 |
|
|
2023
Q4 | $215K | Buy |
4,193
+545
| +15% | +$28K | 0.03% | 171 |
|
|
2023
Q3 | $212K | Sell |
3,648
-111
| -3% | -$6.44K | 0.03% | 159 |
|
|
2023
Q2 | $240K | Sell |
3,759
-263
| -7% | -$16.8K | 0.03% | 151 |
|
|
2023
Q1 | $279K | Buy |
4,022
+681
| +20% | +$47.2K | 0.04% | 131 |
|
|
2022
Q4 | $240K | Sell |
3,341
-40
| -1% | -$2.87K | 0.05% | 144 |
|
|
2022
Q3 | $240K | Buy |
3,381
+40
| +1% | +$2.84K | 0.05% | 135 |
|
|
2022
Q2 | $257K | Sell |
3,341
-1,054
| -24% | -$81.1K | 0.06% | 117 |
|
|
2022
Q1 | $321K | Buy |
+4,395
| New | +$321K | 0.08% | 127 |
|
|
2021
Q1 | $238K | Buy |
3,769
+270
| +8% | +$17.1K | 0.08% | 136 |
|
|
2020
Q4 | $217K | Buy |
+3,499
| New | +$217K | 0.09% | 117 |
|