PWM
PBMares 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 |
-4,008
| Closed | -$244K | – | 190 |
|
|
2025
Q1 | $244K | Buy |
+4,008
| New | +$244K | 0.05% | 168 |
|
|
2024
Q1 | – | Sell |
-4,141
| Closed | -$212K | – | 179 |
|
|
2023
Q4 | $212K | Buy |
4,141
+242
| +6% | +$12.4K | 0.06% | 165 |
|
|
2023
Q3 | $226K | Hold |
3,899
| – | – | 0.08% | 150 |
|
|
2023
Q2 | $249K | Hold |
3,899
| – | – | 0.09% | 147 |
|
|
2023
Q1 | $270K | Buy |
+3,899
| New | +$270K | 0.1% | 135 |
|
|
2022
Q4 | – | Sell |
-2,836
| Closed | -$202K | – | 166 |
|
|
2022
Q3 | $202K | Hold |
2,836
| – | – | 0.09% | 150 |
|
|
2022
Q2 | $218K | Sell |
2,836
-54
| -2% | -$4.15K | 0.09% | 142 |
|
|
2022
Q1 | $211K | Buy |
+2,890
| New | +$211K | 0.13% | 143 |
|
|
2021
Q3 | – | Sell |
-3,046
| Closed | -$204K | – | 147 |
|
|
2021
Q2 | $204K | Buy |
+3,046
| New | +$204K | 0.11% | 144 |
|