PA
Parkside Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,968
| Closed | -$242K | – | 90 |
|
|
2025
Q1 | $242K | Hold |
3,968
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $224K | Sell |
3,968
-1,818
| -31% | -$103K | 0.05% | 76 |
|
|
2024
Q3 | $299K | Buy |
5,786
+371
| +7% | +$19.2K | 0.07% | 71 |
|
|
2024
Q2 | $225K | Hold |
5,415
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $294K | Sell |
5,415
-1,040
| -16% | -$56.4K | 0.08% | 72 |
|
|
2023
Q4 | $331K | Hold |
6,455
| – | – | 0.09% | 63 |
|
|
2023
Q3 | $375K | Sell |
6,455
-250
| -4% | -$14.5K | 0.12% | 56 |
|
|
2023
Q2 | $429K | Hold |
6,705
| – | – | 0.13% | 45 |
|
|
2023
Q1 | $465K | Hold |
6,705
| – | – | 0.15% | 42 |
|
|
2022
Q4 | $482K | Buy |
6,705
+3,545
| +112% | +$255K | 0.17% | 45 |
|
|
2022
Q3 | $225K | Buy |
3,160
+233
| +8% | +$16.6K | 0.09% | 56 |
|
|
2022
Q2 | $227K | Sell |
2,927
-134
| -4% | -$10.4K | 0.08% | 59 |
|
|
2022
Q1 | $225K | Buy |
+3,061
| New | +$225K | 0.07% | 66 |
|
|
2021
Q3 | – | Sell |
-3,061
| Closed | -$205K | – | 71 |
|
|
2021
Q2 | $205K | Buy |
+3,061
| New | +$205K | 0.07% | 70 |
|
|
2016
Q3 | – | Sell |
-3,064
| Closed | -$225K | – | 29 |
|
|
2016
Q2 | $225K | Buy |
+3,064
| New | +$225K | 0.16% | 27 |
|
|
2015
Q3 | – | Sell |
-3,064
| Closed | -$204K | – | 31 |
|
|
2015
Q2 | $204K | Buy |
+3,064
| New | +$204K | 0.14% | 31 |
|