PWPS
Pinnacle Wealth Planning Services’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,368
| Closed | -$327K | – | 458 |
|
|
2025
Q1 | $327K | Buy |
5,368
+854
| +19% | +$52.1K | 0.05% | 238 |
|
|
2024
Q4 | $255K | Buy |
4,514
+349
| +8% | +$19.7K | 0.04% | 297 |
|
|
2024
Q3 | $215K | Buy |
+4,165
| New | +$215K | 0.03% | 440 |
|
|
2024
Q1 | – | Sell |
-4,422
| Closed | -$227K | – | 516 |
|
|
2023
Q4 | $227K | Sell |
4,422
-4,588
| -51% | -$235K | 0.04% | 355 |
|
|
2023
Q3 | $523K | Sell |
9,010
-2,437
| -21% | -$141K | 0.09% | 150 |
|
|
2023
Q2 | $732K | Sell |
11,447
-2,002
| -15% | -$128K | 0.12% | 114 |
|
|
2023
Q1 | $932K | Buy |
13,449
+892
| +7% | +$61.8K | 0.15% | 102 |
|
|
2022
Q4 | $903K | Buy |
12,557
+1,651
| +15% | +$119K | 0.16% | 92 |
|
|
2022
Q3 | $776K | Sell |
10,906
-1,903
| -15% | -$135K | 0.14% | 95 |
|
|
2022
Q2 | $986K | Buy |
12,809
+1,736
| +16% | +$134K | 0.18% | 89 |
|
|
2022
Q1 | $809K | Buy |
11,073
+4,203
| +61% | +$307K | 0.15% | 110 |
|
|
2021
Q4 | $428K | Sell |
6,870
-3,204
| -32% | -$200K | 0.08% | 186 |
|
|
2021
Q3 | $596K | Buy |
10,074
+1,750
| +21% | +$104K | 0.13% | 119 |
|
|
2021
Q2 | $556K | Buy |
8,324
+293
| +4% | +$19.6K | 0.13% | 117 |
|
|
2021
Q1 | $507K | Buy |
8,031
+242
| +3% | +$15.3K | 0.13% | 124 |
|
|
2020
Q4 | $483K | Buy |
7,789
+400
| +5% | +$24.8K | 0.12% | 118 |
|
|
2020
Q3 | $445K | Buy |
7,389
+2,020
| +38% | +$122K | 0.15% | 109 |
|
|
2020
Q2 | $316K | Sell |
5,369
-1,714
| -24% | -$101K | 0.1% | 152 |
|
|
2020
Q1 | $393K | Buy |
7,083
+1,799
| +34% | +$99.8K | 0.19% | 106 |
|
|
2019
Q4 | $339K | Buy |
+5,284
| New | +$339K | 0.16% | 135 |
|
|
2018
Q4 | – | Sell |
-3,734
| Closed | -$231K | – | 153 |
|
|
2018
Q3 | $231K | Buy |
+3,734
| New | +$231K | 0.21% | 150 |
|
|
2018
Q2 | – | Sell |
-3,243
| Closed | -$205K | – | 182 |
|
|
2018
Q1 | $205K | Buy |
+3,243
| New | +$205K | 0.21% | 161 |
|