SAG
SageView Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
12,085
-406
| -3% | -$19.3K | 0.02% | 345 |
|
|
2025
Q1 | $762K | Buy |
12,491
+647
| +5% | +$39.5K | 0.03% | 267 |
|
|
2024
Q4 | $670K | Buy |
11,844
+7,168
| +153% | +$405K | 0.03% | 290 |
|
|
2024
Q3 | $242K | Sell |
4,676
-2,021
| -30% | -$105K | 0.01% | 453 |
|
|
2024
Q2 | $278K | Sell |
6,697
-3,274
| -33% | -$136K | 0.01% | 457 |
|
|
2024
Q1 | $541K | Sell |
9,971
-2,398
| -19% | -$130K | 0.03% | 309 |
|
|
2023
Q4 | $611K | Sell |
12,369
-1,920
| -13% | -$94.8K | 0.03% | 352 |
|
|
2023
Q3 | $829K | Sell |
14,289
-3,527
| -20% | -$205K | 0.05% | 238 |
|
|
2023
Q2 | $1.14M | Buy |
17,816
+3,194
| +22% | +$204K | 0.06% | 199 |
|
|
2023
Q1 | $1.01M | Sell |
14,622
-386
| -3% | -$26.8K | 0.06% | 204 |
|
|
2022
Q4 | $1.08M | Buy |
+15,008
| New | +$1.08M | 0.09% | 149 |
|