MWM
MinichMacGregor 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 | – | Sell |
-3,964
| Closed | -$242K | – | 126 |
|
|
2025
Q1 | $242K | Buy |
+3,964
| New | +$242K | 0.05% | 114 |
|
|
2023
Q1 | – | Sell |
-1,074
| Closed | -$77.3K | – | 159 |
|
|
2022
Q4 | $77.3K | Buy |
+1,074
| New | +$77.3K | 0.03% | 141 |
|
|
2020
Q2 | – | Sell |
-5,908
| Closed | -$351K | – | 65 |
|
|
2020
Q1 | $351K | Buy |
+5,908
| New | +$351K | 0.31% | 63 |
|
|
2018
Q4 | – | Sell |
-961
| Closed | -$59K | – | 145 |
|
|
2018
Q3 | $59K | Buy |
961
+82
| +9% | +$5.03K | 0.04% | 112 |
|
|
2018
Q2 | $48K | Sell |
879
-242
| -22% | -$13.2K | 0.03% | 117 |
|
|
2018
Q1 | $70K | Sell |
1,121
-846
| -43% | -$52.8K | 0.05% | 91 |
|
|
2017
Q4 | $120K | Hold |
1,967
| – | – | 0.09% | 60 |
|
|
2017
Q3 | $125K | Buy |
1,967
+92
| +5% | +$5.85K | 0.1% | 53 |
|
|
2017
Q2 | $104K | Hold |
1,875
| – | – | 0.09% | 62 |
|
|
2017
Q1 | $101K | Sell |
1,875
-562
| -23% | -$30.3K | 0.09% | 64 |
|
|
2016
Q4 | $142K | Buy |
2,437
+57
| +2% | +$3.32K | 0.13% | 46 |
|
|
2016
Q3 | $128K | Buy |
2,380
+358
| +18% | +$19.3K | 0.12% | 51 |
|
|
2016
Q2 | $148K | Sell |
2,022
-404
| -17% | -$29.6K | 0.14% | 47 |
|
|
2016
Q1 | $154K | Sell |
2,426
-47
| -2% | -$2.98K | 0.15% | 46 |
|
|
2015
Q4 | $159K | Buy |
+2,473
| New | +$159K | 0.15% | 40 |
|