RDWM
Red Door 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 | $747K | Buy |
16,141
+5,549
| +52% | +$257K | 0.09% | 125 |
|
|
2025
Q1 | $646K | Sell |
10,592
-196
| -2% | -$12K | 0.1% | 114 |
|
|
2024
Q4 | $610K | Buy |
10,788
+435
| +4% | +$24.6K | 0.09% | 116 |
|
|
2024
Q3 | $536K | Sell |
10,353
-482
| -4% | -$24.9K | 0.09% | 118 |
|
|
2024
Q2 | $450K | Buy |
10,835
+1,384
| +15% | +$57.5K | 0.08% | 124 |
|
|
2024
Q1 | $513K | Buy |
9,451
+1,212
| +15% | +$65.7K | 0.1% | 111 |
|
|
2023
Q4 | $423K | Sell |
8,239
-4,325
| -34% | -$222K | 0.09% | 122 |
|
|
2023
Q3 | $729K | Buy |
12,564
+1,962
| +19% | +$114K | 0.18% | 82 |
|
|
2023
Q2 | $678K | Buy |
10,602
+105
| +1% | +$6.72K | 0.15% | 106 |
|
|
2023
Q1 | $728K | Buy |
10,497
+292
| +3% | +$20.2K | 0.23% | 79 |
|
|
2022
Q4 | $734K | Buy |
10,205
+1
| +0% | +$72 | 0.24% | 78 |
|
|
2022
Q3 | $725K | Buy |
10,204
+280
| +3% | +$19.9K | 0.27% | 74 |
|
|
2022
Q2 | $764K | Buy |
9,924
+474
| +5% | +$36.5K | 0.28% | 71 |
|
|
2022
Q1 | $690K | Buy |
9,450
+147
| +2% | +$10.7K | 0.23% | 75 |
|
|
2021
Q4 | $580K | Buy |
9,303
+1,351
| +17% | +$84.2K | 0.19% | 88 |
|
|
2021
Q3 | $471K | Sell |
7,952
-1
| -0% | -$59 | 0.18% | 93 |
|
|
2021
Q2 | $531K | Buy |
7,953
+418
| +6% | +$27.9K | 0.21% | 88 |
|
|
2021
Q1 | $477K | Buy |
7,535
+722
| +11% | +$45.7K | 0.24% | 80 |
|
|
2020
Q4 | $423K | Sell |
6,813
-202
| -3% | -$12.5K | 0.25% | 81 |
|
|
2020
Q3 | $422K | Buy |
7,015
+1,059
| +18% | +$63.7K | 0.31% | 75 |
|
|
2020
Q2 | $350K | Buy |
5,956
+1,464
| +33% | +$86K | 0.26% | 76 |
|
|
2020
Q1 | $250K | Buy |
4,492
+1,164
| +35% | +$64.8K | 0.24% | 74 |
|
|
2019
Q4 | $221K | Buy |
+3,328
| New | +$221K | 0.2% | 95 |
|