RMR Wealth Builders’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
4,331
-1,016
| -19% | -$47K | 0.02% | 278 |
|
|
2025
Q1 | $326K | Sell |
5,347
-338
| -6% | -$20.6K | 0.03% | 192 |
|
|
2024
Q4 | $322K | Buy |
5,685
+37
| +0.7% | +$2.09K | 0.03% | 199 |
|
|
2024
Q3 | $292K | Sell |
5,648
-108
| -2% | -$5.59K | 0.03% | 209 |
|
|
2024
Q2 | $239K | Sell |
5,756
-49
| -0.8% | -$2.04K | 0.03% | 221 |
|
|
2024
Q1 | $315K | Buy |
5,805
+517
| +10% | +$28K | 0.04% | 207 |
|
|
2023
Q4 | $271K | Sell |
5,288
-152
| -3% | -$7.8K | 0.04% | 200 |
|
|
2023
Q3 | $316K | Sell |
5,440
-109
| -2% | -$6.33K | 0.05% | 179 |
|
|
2023
Q2 | $355K | Buy |
5,549
+28
| +0.5% | +$1.79K | 0.06% | 147 |
|
|
2023
Q1 | $383K | Sell |
5,521
-292
| -5% | -$20.2K | 0.07% | 135 |
|
|
2022
Q4 | $418K | Buy |
5,813
+10
| +0.2% | +$719 | 0.09% | 114 |
|
|
2022
Q3 | $413K | Buy |
5,803
+26
| +0.5% | +$1.85K | 0.1% | 107 |
|
|
2022
Q2 | $445K | Sell |
5,777
-869
| -13% | -$66.9K | 0.11% | 114 |
|
|
2022
Q1 | $485K | Buy |
6,646
+238
| +4% | +$17.4K | 0.1% | 123 |
|
|
2021
Q4 | $400K | Buy |
6,408
+238
| +4% | +$14.9K | 0.11% | 79 |
|
|
2021
Q3 | $365K | Buy |
6,170
+356
| +6% | +$21.1K | 0.11% | 119 |
|
|
2021
Q2 | $388K | Sell |
5,814
-145
| -2% | -$9.68K | 0.13% | 114 |
|
|
2021
Q1 | $376K | Buy |
5,959
+1,361
| +30% | +$85.9K | 0.1% | 122 |
|
|
2020
Q4 | $285K | Sell |
4,598
-6,713
| -59% | -$416K | 0.14% | 114 |
|
|
2020
Q3 | $682K | Buy |
11,311
+10,959
| +3,113% | +$661K | 0.18% | 89 |
|
|
2020
Q2 | $21K | Buy |
+352
| New | +$21K | 0.02% | 306 |
|
|
2019
Q4 | $81K | Buy |
+1,265
| New | +$81K | 0.08% | 191 |
|