RDFA
Ritter Daniher Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
6,063
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $370K | Buy |
6,063
+50
| +0.8% | +$3.05K | 0.1% | 61 |
|
|
2024
Q4 | $340K | Hold |
6,013
| – | – | 0.1% | 63 |
|
|
2024
Q3 | $311K | Hold |
6,013
| – | – | 0.09% | 67 |
|
|
2024
Q2 | $250K | Hold |
6,013
| – | – | 0.08% | 68 |
|
|
2024
Q1 | $326K | Sell |
6,013
-92
| -2% | -$4.99K | 0.11% | 61 |
|
|
2023
Q4 | $313K | Hold |
6,105
| – | – | 0.12% | 58 |
|
|
2023
Q3 | $354K | Hold |
6,105
| – | – | 0.15% | 53 |
|
|
2023
Q2 | $390K | Hold |
6,105
| – | – | 0.16% | 49 |
|
|
2023
Q1 | $423K | Hold |
6,105
| – | – | 0.19% | 47 |
|
|
2022
Q4 | $439K | Hold |
6,105
| – | – | 0.21% | 47 |
|
|
2022
Q3 | $434K | Hold |
6,105
| – | – | 0.31% | 42 |
|
|
2022
Q2 | $470K | Hold |
6,105
| – | – | 0.33% | 36 |
|
|
2022
Q1 | $446K | Hold |
6,105
| – | – | 0.31% | 35 |
|
|
2021
Q4 | $381K | Sell |
6,105
-165
| -3% | -$10.3K | 0.25% | 38 |
|
|
2021
Q3 | $371K | Hold |
6,270
| – | – | 0.27% | 37 |
|
|
2021
Q2 | $419K | Hold |
6,270
| – | – | 0.31% | 31 |
|
|
2021
Q1 | $396K | Hold |
6,270
| – | – | 0.32% | 32 |
|
|
2020
Q4 | $389K | Buy |
+6,270
| New | +$389K | 0.34% | 32 |
|