One Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Buy |
5,396
+226
| +4% | +$13.2K | 0.04% | 238 |
|
|
2025
Q4 | $279K | Buy |
5,170
+244
| +5% | +$11.7K | 0.03% | 248 |
|
|
2025
Q3 | $222K | Sell |
4,926
-287
| -6% | -$13.4K | 0.03% | 289 |
|
|
2025
Q2 | $241K | Sell |
5,213
-1,002
| -16% | -$49.2K | 0.03% | 253 |
|
|
2025
Q1 | $379K | Sell |
6,215
-64
| -1% | -$3.73K | 0.06% | 180 |
|
|
2024
Q4 | $355K | Sell |
6,279
-12,693
| -67% | -$709K | 0.05% | 167 |
|
|
2024
Q3 | $982K | Buy |
18,972
+12,790
| +207% | +$600K | 0.15% | 77 |
|
|
2024
Q2 | $289K | Sell |
6,182
-2,775
| -31% | -$124K | 0.06% | 162 |
|
|
2024
Q1 | $486K | Buy |
+8,957
| New | +$456K | 0.08% | 122 |
|
|
2023
Q4 | – | Sell |
-6,567
| Closed | -$381K | – | 212 |
|
|
2023
Q3 | $381K | Sell |
6,567
-1,886
| -22% | -$116K | 0.08% | 117 |
|
|
2023
Q2 | $541K | Sell |
8,453
-2,026
| -19% | -$136K | 0.11% | 95 |
|
|
2023
Q1 | $726K | Buy |
10,479
+820
| +8% | +$57.8K | 0.17% | 73 |
|
|
2022
Q4 | $695K | Buy |
9,659
+1,400
| +17% | +$106K | 0.16% | 82 |
|
|
2022
Q3 | $587K | Buy |
8,259
+2,980
| +56% | +$216K | 0.19% | 66 |
|
|
2022
Q2 | $406K | Buy |
5,279
+1,164
| +28% | +$88.7K | 0.11% | 103 |
|
|
2022
Q1 | $301K | Buy |
+4,115
| New | +$276K | 0.07% | 150 |
|
|
2020
Q4 | – | Sell |
-6,939
| Closed | -$418K | – | 130 |
|
|
2020
Q3 | $418K | Buy |
6,939
+1,667
| +32% | +$100K | 0.29% | 34 |
|
|
2020
Q2 | $310K | Buy |
5,272
+636
| +14% | +$38K | 0.25% | 49 |
|
|
2020
Q1 | $258K | Buy |
+4,636
| New | +$283K | 0.26% | 58 |
|
Other funds holding BMY
VCM
VPM
