RZH
Relyea Zuckerberg Hanson’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,301
| Closed | -$323K | – | 262 |
|
|
2025
Q1 | $323K | Sell |
5,301
-396
| -7% | -$24.2K | 0.04% | 198 |
|
|
2024
Q4 | $322K | Buy |
5,697
+1,101
| +24% | +$62.3K | 0.04% | 195 |
|
|
2024
Q3 | $238K | Buy |
+4,596
| New | +$238K | 0.04% | 223 |
|
|
2024
Q1 | – | Sell |
-6,015
| Closed | -$309K | – | 237 |
|
|
2023
Q4 | $309K | Buy |
6,015
+604
| +11% | +$31K | 0.06% | 165 |
|
|
2023
Q3 | $314K | Sell |
5,411
-992
| -15% | -$57.6K | 0.07% | 141 |
|
|
2023
Q2 | $409K | Buy |
6,403
+2,023
| +46% | +$129K | 0.09% | 124 |
|
|
2023
Q1 | $304K | Sell |
4,380
-266
| -6% | -$18.4K | 0.07% | 138 |
|
|
2022
Q4 | $334K | Buy |
4,646
+806
| +21% | +$58K | 0.1% | 123 |
|
|
2022
Q3 | $273K | Buy |
3,840
+44
| +1% | +$3.13K | 0.1% | 119 |
|
|
2022
Q2 | $292K | Buy |
3,796
+644
| +20% | +$49.5K | 0.11% | 116 |
|
|
2022
Q1 | $242K | Buy |
+3,152
| New | +$242K | 0.08% | 140 |
|
|
2021
Q3 | – | Sell |
-3,794
| Closed | -$254K | – | 144 |
|
|
2021
Q2 | $254K | Buy |
+3,794
| New | +$254K | 0.1% | 116 |
|
|
2021
Q1 | – | Sell |
-5,230
| Closed | -$324K | – | 127 |
|
|
2020
Q4 | $324K | Sell |
5,230
-50
| -0.9% | -$3.1K | 0.17% | 87 |
|
|
2020
Q3 | $319K | Sell |
5,280
-1,663
| -24% | -$100K | 0.21% | 82 |
|
|
2020
Q2 | $408K | Sell |
6,943
-455
| -6% | -$26.7K | 0.33% | 66 |
|
|
2020
Q1 | $412K | Hold |
7,398
| – | – | 0.45% | 54 |
|
|
2019
Q4 | $475K | Buy |
+7,398
| New | +$475K | 0.46% | 50 |
|