RWM
RKL Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,269
| Closed | -$394K | – | 146 |
|
|
2024
Q1 | $394K | Sell |
7,269
-34,284
| -83% | -$1.86M | 0.04% | 109 |
|
|
2023
Q4 | $2.13M | Buy |
41,553
+6,109
| +17% | +$313K | 0.23% | 53 |
|
|
2023
Q3 | $2.06M | Sell |
35,444
-461
| -1% | -$26.8K | 0.25% | 53 |
|
|
2023
Q2 | $2.3M | Buy |
35,905
+139
| +0.4% | +$8.89K | 0.27% | 51 |
|
|
2023
Q1 | $2.48M | Sell |
35,766
-193
| -0.5% | -$13.4K | 0.31% | 49 |
|
|
2022
Q4 | $2.59M | Buy |
35,959
+123
| +0.3% | +$8.85K | 0.35% | 45 |
|
|
2022
Q3 | $2.55M | Sell |
35,836
-59
| -0.2% | -$4.2K | 0.37% | 41 |
|
|
2022
Q2 | $2.76M | Buy |
35,895
+641
| +2% | +$49.4K | 0.38% | 42 |
|
|
2022
Q1 | $2.58M | Buy |
35,254
+727
| +2% | +$53.1K | 0.31% | 48 |
|
|
2021
Q4 | $2.15M | Buy |
34,527
+752
| +2% | +$46.9K | 0.26% | 54 |
|
|
2021
Q3 | $2M | Sell |
33,775
-598
| -2% | -$35.4K | 0.25% | 53 |
|
|
2021
Q2 | $2.3M | Buy |
34,373
+964
| +3% | +$64.4K | 0.29% | 49 |
|
|
2021
Q1 | $2.11M | Sell |
33,409
-2,300
| -6% | -$145K | 0.28% | 48 |
|
|
2020
Q4 | $2.22M | Sell |
35,709
-148
| -0.4% | -$9.18K | 0.31% | 46 |
|
|
2020
Q3 | $2.16M | Sell |
35,857
-31
| -0.1% | -$1.87K | 0.34% | 43 |
|
|
2020
Q2 | $2.11M | Buy |
35,888
+1,054
| +3% | +$62K | 0.36% | 43 |
|
|
2020
Q1 | $1.94M | Sell |
34,834
-861
| -2% | -$48K | 0.41% | 45 |
|
|
2019
Q4 | $2.29M | Buy |
35,695
+7,397
| +26% | +$475K | 0.41% | 47 |
|
|
2019
Q3 | $1.43M | Buy |
28,298
+1,417
| +5% | +$71.8K | 0.27% | 61 |
|
|
2019
Q2 | $1.22M | Sell |
26,881
-1,199
| -4% | -$54.3K | 0.22% | 67 |
|
|
2019
Q1 | $1.34M | Buy |
28,080
+1,021
| +4% | +$48.8K | 0.26% | 61 |
|
|
2018
Q4 | $1.41M | Sell |
27,059
-21
| -0.1% | -$1.09K | 0.32% | 57 |
|
|
2018
Q3 | $1.68M | Buy |
27,080
+286
| +1% | +$17.8K | 0.36% | 55 |
|
|
2018
Q2 | $1.48M | Sell |
26,794
-1,480
| -5% | -$81.8K | 0.33% | 58 |
|
|
2018
Q1 | $1.79M | Buy |
28,274
+1,743
| +7% | +$110K | 0.42% | 50 |
|
|
2017
Q4 | $1.63M | Sell |
26,531
-120
| -0.5% | -$7.37K | 0.4% | 54 |
|
|
2017
Q3 | $1.7M | Buy |
26,651
+3,054
| +13% | +$195K | 0.48% | 51 |
|
|
2017
Q2 | $1.31M | Buy |
23,597
+5,970
| +34% | +$332K | 0.42% | 54 |
|
|
2017
Q1 | $958K | Buy |
17,627
+7,303
| +71% | +$397K | 0.39% | 54 |
|
|
2016
Q4 | $603K | Buy |
10,324
+2,814
| +37% | +$164K | 0.29% | 60 |
|
|
2016
Q3 | $405K | Buy |
7,510
+2,014
| +37% | +$109K | 0.2% | 59 |
|
|
2016
Q2 | $400K | Buy |
5,496
+500
| +10% | +$36.4K | 0.21% | 59 |
|
|
2016
Q1 | $319K | Buy |
+4,996
| New | +$319K | 0.18% | 52 |
|