Secure Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
10,189
-323
| -3% | -$15K | 0.09% | 190 |
|
|
2025
Q1 | $641K | Buy |
10,512
+664
| +7% | +$40.5K | 0.13% | 149 |
|
|
2024
Q4 | $557K | Buy |
9,848
+2,700
| +38% | +$153K | 0.08% | 181 |
|
|
2024
Q3 | $370K | Buy |
+7,148
| New | +$370K | 0.06% | 216 |
|
|
2024
Q1 | – | Sell |
-4,956
| Closed | -$254K | – | 230 |
|
|
2023
Q4 | $254K | Buy |
4,956
+285
| +6% | +$14.6K | 0.07% | 190 |
|
|
2023
Q3 | $271K | Sell |
4,671
-153
| -3% | -$8.88K | 0.08% | 178 |
|
|
2023
Q2 | $309K | Buy |
4,824
+131
| +3% | +$8.38K | 0.09% | 146 |
|
|
2023
Q1 | $325K | Buy |
4,693
+27
| +0.6% | +$1.87K | 0.11% | 143 |
|
|
2022
Q4 | $336K | Buy |
4,666
+41
| +0.9% | +$2.95K | 0.12% | 137 |
|
|
2022
Q3 | $329K | Buy |
4,625
+33
| +0.7% | +$2.35K | 0.18% | 103 |
|
|
2022
Q2 | $354K | Sell |
4,592
-6,170
| -57% | -$476K | 0.2% | 106 |
|
|
2022
Q1 | $786K | Buy |
10,762
+1,821
| +20% | +$133K | 0.35% | 54 |
|
|
2021
Q4 | $557K | Sell |
8,941
-989
| -10% | -$61.6K | 0.23% | 80 |
|
|
2021
Q3 | $588K | Sell |
9,930
-422
| -4% | -$25K | 0.29% | 58 |
|
|
2021
Q2 | $692K | Buy |
10,352
+2,104
| +26% | +$141K | 0.35% | 48 |
|
|
2021
Q1 | $521K | Buy |
8,248
+564
| +7% | +$35.6K | 0.29% | 73 |
|
|
2020
Q4 | $477K | Buy |
7,684
+4,266
| +125% | +$265K | 0.28% | 77 |
|
|
2020
Q3 | $206K | Buy |
+3,418
| New | +$206K | 0.14% | 131 |
|
|
2020
Q1 | – | Sell |
-19,259
| Closed | -$1.24M | – | 116 |
|
|
2019
Q4 | $1.24M | Buy |
+19,259
| New | +$1.24M | 0.87% | 27 |
|