SIA
Schechter Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $521K | Sell |
8,547
-938
| -10% | -$57.2K | 0.04% | 355 |
|
|
2024
Q4 | $536K | Buy |
+9,485
| New | +$536K | 0.04% | 377 |
|
|
2024
Q2 | – | Sell |
-13,374
| Closed | -$725K | – | 654 |
|
|
2024
Q1 | $725K | Sell |
13,374
-1,930
| -13% | -$105K | 0.05% | 310 |
|
|
2023
Q4 | $785K | Sell |
15,304
-11,351
| -43% | -$582K | 0.07% | 271 |
|
|
2023
Q3 | $1.55M | Buy |
26,655
+3,503
| +15% | +$203K | 0.15% | 138 |
|
|
2023
Q2 | $1.48M | Sell |
23,152
-1,070
| -4% | -$68.4K | 0.13% | 162 |
|
|
2023
Q1 | $1.68M | Sell |
24,222
-3,179
| -12% | -$220K | 0.16% | 143 |
|
|
2022
Q4 | $1.97M | Buy |
27,401
+3,995
| +17% | +$287K | 0.18% | 118 |
|
|
2022
Q3 | $1.66M | Buy |
23,406
+2,675
| +13% | +$190K | 0.16% | 135 |
|
|
2022
Q2 | $1.6M | Buy |
20,731
+1,069
| +5% | +$82.4K | 0.16% | 136 |
|
|
2022
Q1 | $1.44M | Buy |
19,662
+2,533
| +15% | +$185K | 0.13% | 177 |
|
|
2021
Q4 | $1.07M | Buy |
+17,129
| New | +$1.07M | 0.1% | 280 |
|