RWA Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.2M | Buy |
69,309
+3,199
| +5% | +$186K | 0.05% | 185 |
|
|
2025
Q4 | $3.57M | Sell |
66,110
-13,405
| -17% | -$645K | 0.04% | 197 |
|
|
2025
Q3 | $3.59M | Buy |
79,515
+7,354
| +10% | +$343K | 0.04% | 208 |
|
|
2025
Q2 | $3.34M | Buy |
72,161
+15,454
| +27% | +$759K | 0.04% | 196 |
|
|
2025
Q1 | $3.46M | Sell |
56,707
-12,225
| -18% | -$713K | 0.04% | 187 |
|
|
2024
Q4 | $3.9M | Buy |
68,932
+38
| +0.1% | +$2.12K | 0.05% | 172 |
|
|
2024
Q3 | $3.56M | Buy |
68,894
+1,967
| +3% | +$92.3K | 0.04% | 190 |
|
|
2024
Q2 | $2.78M | Sell |
66,927
-90
| -0.1% | -$4.03K | 0.04% | 202 |
|
|
2024
Q1 | $3.63M | Sell |
67,017
-1,686
| -2% | -$85.9K | 0.05% | 176 |
|
|
2023
Q4 | $3.53M | Buy |
68,703
+36,347
| +112% | +$1.91M | 0.05% | 163 |
|
|
2023
Q3 | $1.88M | Buy |
32,356
+1,251
| +4% | +$76.7K | 0.04% | 139 |
|
|
2023
Q2 | $1.99M | Buy |
31,105
+11,167
| +56% | +$749K | 0.04% | 130 |
|
|
2023
Q1 | $1.38M | Buy |
19,938
+874
| +5% | +$61.6K | 0.03% | 116 |
|
|
2022
Q4 | $1.37M | Sell |
19,064
-1,620
| -8% | -$122K | 0.03% | 119 |
|
|
2022
Q3 | $1.47M | Buy |
20,684
+758
| +4% | +$55K | 0.1% | 105 |
|
|
2022
Q2 | $1.53M | Sell |
19,926
-71
| -0.4% | -$5.41K | 0.1% | 103 |
|
|
2022
Q1 | $1.46M | Buy |
19,997
+1,778
| +10% | +$119K | 0.09% | 113 |
|
|
2021
Q4 | $1.14M | Sell |
18,219
-155
| -0.8% | -$9.09K | 0.08% | 126 |
|
|
2021
Q3 | $1.09M | Sell |
18,374
-519
| -3% | -$34.2K | 0.08% | 117 |
|
|
2021
Q2 | $1.26M | Buy |
18,893
+577
| +3% | +$37.6K | 0.09% | 112 |
|
|
2021
Q1 | $1.16M | Buy |
18,316
+31
| +0.2% | +$1.93K | 0.09% | 116 |
|
|
2020
Q4 | $1.13M | Sell |
18,285
-147
| -0.8% | -$9.04K | 0.1% | 112 |
|
|
2020
Q3 | $1.11M | Sell |
18,432
-5,889
| -24% | -$354K | 0.12% | 100 |
|
|
2020
Q2 | $1.43M | Buy |
24,321
+2,157
| +10% | +$129K | 0.17% | 85 |
|
|
2020
Q1 | $1.24M | Sell |
22,164
-31
| -0.1% | -$1.9K | 0.18% | 84 |
|
|
2019
Q4 | $1.43M | Buy |
22,195
+1,097
| +5% | +$62.8K | 0.14% | 101 |
|
|
2019
Q3 | $1.07M | Sell |
21,098
-150
| -0.7% | -$7.05K | 0.11% | 116 |
|
|
2019
Q2 | $964K | Sell |
21,248
-44,630
| -68% | -$2.08M | 0.1% | 124 |
|
|
2019
Q1 | $3.14M | Sell |
65,878
-65
| -0.1% | -$3.24K | 0.36% | 69 |
|
|
2018
Q4 | $3.43M | Buy |
65,943
+2,492
| +4% | +$134K | 0.45% | 59 |
|
|
2018
Q3 | $3.94M | Buy |
63,451
+1,476
| +2% | +$87.6K | 0.44% | 49 |
|
|
2018
Q2 | $3.43M | Sell |
61,975
-4,624
| -7% | -$250K | 0.38% | 67 |
|
|
2018
Q1 | $4.21M | Buy |
66,599
+840
| +1% | +$54K | 0.54% | 40 |
|
|
2017
Q4 | $4.03M | Buy |
65,759
+521
| +0.8% | +$32.6K | 0.45% | 57 |
|
|
2017
Q3 | $4.16M | Buy |
65,238
+7,807
| +14% | +$456K | 0.47% | 62 |
|
|
2017
Q2 | $3.2M | Buy |
57,431
+7,274
| +15% | +$396K | 0.39% | 68 |
|
|
2017
Q1 | $2.73M | Buy |
50,157
+43,057
| +606% | +$2.36M | 0.36% | 73 |
|
|
2016
Q4 | $415K | Buy |
+7,100
| New | +$388K | 0.38% | 25 |
|
Other funds holding BMY
VCM
VPM
