PWMG
Prestige Wealth Management Group’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
17,801
-10,484
| -37% | -$485K | 0.17% | 70 |
|
|
2025
Q1 | $1.73M | Sell |
28,285
-493
| -2% | -$30.1K | 0.37% | 43 |
|
|
2024
Q4 | $1.63M | Buy |
28,778
+403
| +1% | +$22.8K | 0.34% | 49 |
|
|
2024
Q3 | $1.47M | Buy |
28,375
+6,670
| +31% | +$345K | 0.3% | 49 |
|
|
2024
Q2 | $901K | Buy |
21,705
+995
| +5% | +$41.3K | 0.19% | 59 |
|
|
2024
Q1 | $1.12M | Buy |
20,710
+24
| +0.1% | +$1.3K | 0.24% | 55 |
|
|
2023
Q4 | $1.06M | Buy |
20,686
+806
| +4% | +$41.4K | 0.24% | 52 |
|
|
2023
Q3 | $1.15M | Buy |
19,880
+152
| +0.8% | +$8.82K | 0.28% | 49 |
|
|
2023
Q2 | $1.26M | Sell |
19,728
-7,267
| -27% | -$465K | 0.3% | 46 |
|
|
2023
Q1 | $1.87M | Buy |
26,995
+6,010
| +29% | +$417K | 0.47% | 39 |
|
|
2022
Q4 | $1.51M | Sell |
20,985
-4,600
| -18% | -$331K | 0.39% | 40 |
|
|
2022
Q3 | $1.82M | Buy |
25,585
+710
| +3% | +$50.5K | 0.51% | 34 |
|
|
2022
Q2 | $1.93M | Buy |
24,875
+521
| +2% | +$40.4K | 0.52% | 35 |
|
|
2022
Q1 | $1.78M | Buy |
24,354
+5,291
| +28% | +$386K | 0.44% | 38 |
|
|
2021
Q4 | $1.19M | Buy |
19,063
+181
| +1% | +$11.3K | 0.28% | 43 |
|
|
2021
Q3 | $1.12M | Buy |
18,882
+3,083
| +20% | +$182K | 0.29% | 39 |
|
|
2021
Q2 | $1.06M | Sell |
15,799
-1,612
| -9% | -$108K | 0.28% | 39 |
|
|
2021
Q1 | $1.1M | Buy |
17,411
+80
| +0.5% | +$5.05K | 0.3% | 42 |
|
|
2020
Q4 | $1.08M | Sell |
17,331
-156
| -0.9% | -$9.68K | 0.29% | 41 |
|
|
2020
Q3 | $1.05M | Buy |
17,487
+551
| +3% | +$33.2K | 0.32% | 39 |
|
|
2020
Q2 | $996K | Sell |
16,936
-331
| -2% | -$19.5K | 0.35% | 29 |
|
|
2020
Q1 | $962K | Buy |
17,267
+345
| +2% | +$19.2K | 0.41% | 27 |
|
|
2019
Q4 | $1.09M | Buy |
16,922
+255
| +2% | +$16.4K | 0.59% | 29 |
|
|
2019
Q3 | $845K | Sell |
16,667
-198
| -1% | -$10K | 0.49% | 33 |
|
|
2019
Q2 | $764K | Buy |
16,865
+478
| +3% | +$21.7K | 0.46% | 34 |
|
|
2019
Q1 | $782K | Sell |
16,387
-108
| -0.7% | -$5.15K | 0.48% | 38 |
|
|
2018
Q4 | $857K | Buy |
+16,495
| New | +$857K | 0.63% | 33 |
|