River Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
6,626
-782
| -11% | -$36.2K | 0.04% | 179 |
|
|
2025
Q1 | $452K | Sell |
7,408
-12
| -0.2% | -$732 | 0.06% | 152 |
|
|
2024
Q4 | $420K | Sell |
7,420
-736
| -9% | -$41.6K | 0.06% | 164 |
|
|
2024
Q3 | $422K | Sell |
8,156
-318
| -4% | -$16.5K | 0.06% | 157 |
|
|
2024
Q2 | $352K | Buy |
8,474
+796
| +10% | +$33.1K | 0.05% | 162 |
|
|
2024
Q1 | $416K | Buy |
7,678
+3,346
| +77% | +$181K | 0.06% | 146 |
|
|
2023
Q4 | $222K | Sell |
4,332
-2,072
| -32% | -$106K | 0.04% | 195 |
|
|
2023
Q3 | $372K | Sell |
6,404
-277
| -4% | -$16.1K | 0.07% | 152 |
|
|
2023
Q2 | $427K | Sell |
6,681
-36
| -0.5% | -$2.3K | 0.07% | 155 |
|
|
2023
Q1 | $466K | Sell |
6,717
-592
| -8% | -$41K | 0.08% | 150 |
|
|
2022
Q4 | $526K | Sell |
7,309
-39
| -0.5% | -$2.81K | 0.1% | 142 |
|
|
2022
Q3 | $522K | Sell |
7,348
-477
| -6% | -$33.9K | 0.11% | 136 |
|
|
2022
Q2 | $603K | Sell |
7,825
-412
| -5% | -$31.7K | 0.11% | 131 |
|
|
2022
Q1 | $602K | Sell |
8,237
-1,012
| -11% | -$74K | 0.1% | 140 |
|
|
2021
Q4 | $577K | Sell |
9,249
-82
| -0.9% | -$5.12K | 0.09% | 148 |
|
|
2021
Q3 | $552K | Buy |
9,331
+1,392
| +18% | +$82.3K | 0.09% | 145 |
|
|
2021
Q2 | $530K | Sell |
7,939
-4,117
| -34% | -$275K | 0.09% | 146 |
|
|
2021
Q1 | $761K | Buy |
12,056
+1,573
| +15% | +$99.3K | 0.14% | 123 |
|
|
2020
Q4 | $650K | Buy |
10,483
+206
| +2% | +$12.8K | 0.14% | 122 |
|
|
2020
Q3 | $620K | Buy |
10,277
+2,780
| +37% | +$168K | 0.16% | 121 |
|
|
2020
Q2 | $441K | Buy |
7,497
+642
| +9% | +$37.8K | 0.13% | 128 |
|
|
2020
Q1 | $382K | Buy |
6,855
+270
| +4% | +$15K | 0.15% | 120 |
|
|
2019
Q4 | $423K | Buy |
+6,585
| New | +$423K | 0.14% | 125 |
|
|
2019
Q1 | – | Sell |
-848
| Closed | -$44K | – | 186 |
|
|
2018
Q4 | $44K | Sell |
848
-261
| -24% | -$13.5K | 0.02% | 258 |
|
|
2018
Q3 | $69K | Sell |
1,109
-626
| -36% | -$38.9K | 0.03% | 241 |
|
|
2018
Q2 | $96K | Buy |
+1,735
| New | +$96K | 0.04% | 204 |
|
|
2018
Q1 | – | Sell |
-4,185
| Closed | -$256K | – | 162 |
|
|
2017
Q4 | $256K | Buy |
4,185
+335
| +9% | +$20.5K | 0.11% | 148 |
|
|
2017
Q3 | $245K | Sell |
3,850
-62
| -2% | -$3.95K | 0.11% | 143 |
|
|
2017
Q2 | $218K | Buy |
+3,912
| New | +$218K | 0.1% | 151 |
|