MYIA
Mount Yale Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
20,989
-33,654
| -62% | -$1.56M | 0.08% | 209 |
|
|
2025
Q1 | $3.33M | Sell |
54,643
-487
| -0.9% | -$29.7K | 0.29% | 73 |
|
|
2024
Q4 | $3.12M | Buy |
55,130
+532
| +1% | +$30.1K | 0.25% | 79 |
|
|
2024
Q3 | $2.82M | Sell |
54,598
-109,763
| -67% | -$5.68M | 0.27% | 84 |
|
|
2024
Q2 | $6.83M | Sell |
164,361
-16,103
| -9% | -$669K | 0.54% | 22 |
|
|
2024
Q1 | $9.79M | Buy |
180,464
+9,238
| +5% | +$501K | 0.75% | 15 |
|
|
2023
Q4 | $8.79M | Buy |
171,226
+88,111
| +106% | +$4.52M | 0.83% | 10 |
|
|
2023
Q3 | $4.82M | Sell |
83,115
-1,037
| -1% | -$60.2K | 0.52% | 36 |
|
|
2023
Q2 | $5.38M | Buy |
84,152
+924
| +1% | +$59.1K | 0.57% | 37 |
|
|
2023
Q1 | $5.77M | Buy |
83,228
+2,541
| +3% | +$176K | 0.65% | 31 |
|
|
2022
Q4 | $5.81M | Buy |
80,687
+3,383
| +4% | +$243K | 0.66% | 38 |
|
|
2022
Q3 | $5.5M | Buy |
77,304
+1,687
| +2% | +$120K | 0.73% | 23 |
|
|
2022
Q2 | $5.82M | Sell |
75,617
-977
| -1% | -$75.2K | 0.73% | 24 |
|
|
2022
Q1 | $5.59M | Sell |
76,594
-97,789
| -56% | -$7.14M | 0.61% | 35 |
|
|
2021
Q4 | $10.9M | Buy |
174,383
+5,844
| +3% | +$364K | 1.13% | 8 |
|
|
2021
Q3 | $9.97M | Buy |
168,539
+3,123
| +2% | +$185K | 1.15% | 7 |
|
|
2021
Q2 | $11.1M | Buy |
165,416
+1,525
| +0.9% | +$102K | 1.34% | 5 |
|
|
2021
Q1 | $10.3M | Sell |
163,891
-7,744
| -5% | -$489K | 1.35% | 5 |
|
|
2020
Q4 | $10.6M | Sell |
171,635
-2,315
| -1% | -$144K | 1.49% | 5 |
|
|
2020
Q3 | $10.5M | Buy |
173,950
+275
| +0.2% | +$16.6K | 1.49% | 5 |
|
|
2020
Q2 | $10.2M | Sell |
173,675
-41,553
| -19% | -$2.44M | 1.83% | 4 |
|
|
2020
Q1 | $12M | Sell |
215,228
-1,176
| -0.5% | -$65.6K | 2.71% | 2 |
|
|
2019
Q4 | $13.6M | Buy |
216,404
+77,051
| +55% | +$4.85M | 2.37% | 2 |
|
|
2019
Q3 | $8.14M | Sell |
139,353
-12,046
| -8% | -$703K | 1.46% | 11 |
|
|
2019
Q2 | $7M | Buy |
151,399
+1,793
| +1% | +$82.9K | 1.29% | 23 |
|
|
2019
Q1 | $7.14M | Buy |
149,606
+3,793
| +3% | +$181K | 1.34% | 20 |
|
|
2018
Q4 | $7.31M | Buy |
145,813
+4,356
| +3% | +$218K | 1.48% | 16 |
|
|
2018
Q3 | $7.5M | Buy |
141,457
+139,198
| +6,162% | +$7.38M | 1.31% | 17 |
|
|
2018
Q2 | $125K | Sell |
2,259
-570
| -20% | -$31.5K | 0.02% | 392 |
|
|
2018
Q1 | $179K | Buy |
+2,829
| New | +$179K | 0.04% | 307 |
|