OPTFSNA
Old Point Trust & Financial Services N A’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
16,301
+1,440
| +10% | +$66.7K | 0.26% | 74 |
|
|
2025
Q1 | $906K | Sell |
14,861
-1,300
| -8% | -$79.3K | 0.32% | 63 |
|
|
2024
Q4 | $914K | Sell |
16,161
-200
| -1% | -$11.3K | 0.32% | 65 |
|
|
2024
Q3 | $847K | Buy |
16,361
+2,380
| +17% | +$123K | 0.3% | 64 |
|
|
2024
Q2 | $581K | Buy |
13,981
+1,770
| +14% | +$73.5K | 0.23% | 72 |
|
|
2024
Q1 | $662K | Buy |
12,211
+6,680
| +121% | +$362K | 0.24% | 66 |
|
|
2023
Q4 | $284K | Buy |
+5,531
| New | +$284K | 0.11% | 88 |
|
|
2023
Q3 | – | Sell |
-1,086
| Closed | -$69.5K | – | 108 |
|
|
2023
Q2 | $69.5K | Buy |
+1,086
| New | +$69.5K | 0.03% | 114 |
|
|
2018
Q4 | – | Sell |
-3,776
| Closed | -$234K | – | 69 |
|
|
2018
Q3 | $234K | Hold |
3,776
| – | – | 0.12% | 66 |
|
|
2018
Q2 | $209K | Hold |
3,776
| – | – | 0.11% | 68 |
|
|
2018
Q1 | $239K | Sell |
3,776
-700
| -16% | -$44.3K | 0.14% | 65 |
|
|
2017
Q4 | $274K | Hold |
4,476
| – | – | 0.15% | 66 |
|
|
2017
Q3 | $285K | Hold |
4,476
| – | – | 0.16% | 67 |
|
|
2017
Q2 | $249K | Sell |
4,476
-2,000
| -31% | -$111K | 0.14% | 68 |
|
|
2017
Q1 | $353K | Hold |
6,476
| – | – | 0.2% | 63 |
|
|
2016
Q4 | $378K | Buy |
6,476
+540
| +9% | +$31.5K | 0.23% | 59 |
|
|
2016
Q3 | $320K | Hold |
5,936
| – | – | 0.2% | 59 |
|
|
2016
Q2 | $437K | Buy |
5,936
+250
| +4% | +$18.4K | 0.27% | 56 |
|
|
2016
Q1 | $363K | Hold |
5,686
| – | – | 0.23% | 60 |
|
|
2015
Q4 | $391K | Hold |
5,686
| – | – | 0.25% | 60 |
|
|
2015
Q3 | $337K | Hold |
5,686
| – | – | 0.24% | 61 |
|
|
2015
Q2 | $379K | Buy |
+5,686
| New | +$379K | 0.25% | 60 |
|
|
2015
Q1 | – | Sell |
-4,858
| Closed | -$287K | – | 74 |
|
|
2014
Q4 | $287K | Hold |
4,858
| – | – | 0.17% | 68 |
|
|
2014
Q3 | $249K | Sell |
4,858
-120
| -2% | -$6.15K | 0.15% | 72 |
|
|
2014
Q2 | $241K | Hold |
4,978
| – | – | 0.14% | 70 |
|
|
2014
Q1 | $258K | Sell |
4,978
-2
| -0% | -$104 | 0.16% | 68 |
|
|
2013
Q4 | $264K | Sell |
4,980
-400
| -7% | -$21.2K | 0.17% | 67 |
|
|
2013
Q3 | $249K | Hold |
5,380
| – | – | 0.17% | 67 |
|
|
2013
Q2 | $240K | Buy |
+5,380
| New | +$240K | 0.17% | 68 |
|