PWAM
Pinnacle West Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
13,675
-50
| -0.4% | -$2.31K | 0.44% | 62 |
|
|
2025
Q1 | $837K | Buy |
13,725
+175
| +1% | +$10.7K | 0.6% | 48 |
|
|
2024
Q4 | $766K | Hold |
13,550
| – | – | 0.55% | 51 |
|
|
2024
Q3 | $701K | Buy |
13,550
+300
| +2% | +$15.5K | 0.5% | 62 |
|
|
2024
Q2 | $550K | Buy |
13,250
+195
| +1% | +$8.09K | 0.43% | 64 |
|
|
2024
Q1 | $708K | Sell |
13,055
-85
| -0.6% | -$4.61K | 0.56% | 55 |
|
|
2023
Q4 | $674K | Buy |
13,140
+467
| +4% | +$24K | 0.58% | 55 |
|
|
2023
Q3 | $736K | Buy |
12,673
+430
| +4% | +$25K | 0.72% | 48 |
|
|
2023
Q2 | $783K | Sell |
12,243
-92
| -0.7% | -$5.88K | 0.76% | 49 |
|
|
2023
Q1 | $855K | Buy |
+12,335
| New | +$855K | 0.89% | 42 |
|