SSWM
Sheets Smith Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
5,210
+1
| +0% | +$46 | 0.03% | 372 |
|
|
2025
Q1 | $318K | Buy |
5,209
+1
| +0% | +$61 | 0.04% | 297 |
|
|
2024
Q4 | $295K | Buy |
5,208
+20
| +0.4% | +$1.13K | 0.04% | 315 |
|
|
2024
Q3 | $268K | Sell |
5,188
-239
| -4% | -$12.4K | 0.03% | 326 |
|
|
2024
Q2 | $225K | Sell |
5,427
-35,474
| -87% | -$1.47M | 0.03% | 351 |
|
|
2024
Q1 | $2.22M | Sell |
40,901
-21,107
| -34% | -$1.14M | 0.25% | 93 |
|
|
2023
Q4 | $2.61M | Buy |
62,008
+1,917
| +3% | +$80.6K | 0.37% | 71 |
|
|
2023
Q3 | $3.49M | Sell |
60,091
-1,847
| -3% | -$107K | 0.53% | 49 |
|
|
2023
Q2 | $3.96M | Sell |
61,938
-46
| -0.1% | -$2.94K | 0.58% | 46 |
|
|
2023
Q1 | $4.3M | Buy |
61,984
+316
| +0.5% | +$21.9K | 0.66% | 40 |
|
|
2022
Q4 | $4.44M | Buy |
61,668
+260
| +0.4% | +$18.7K | 0.69% | 39 |
|
|
2022
Q3 | $4.37M | Buy |
61,408
+90
| +0.1% | +$6.4K | 0.73% | 36 |
|
|
2022
Q2 | $4.72M | Sell |
61,318
-999
| -2% | -$76.9K | 0.78% | 35 |
|
|
2022
Q1 | $4.55M | Sell |
62,317
-5,933
| -9% | -$433K | 0.63% | 39 |
|
|
2021
Q4 | $4.26M | Sell |
68,250
-17,783
| -21% | -$1.11M | 0.53% | 50 |
|
|
2021
Q3 | $5.09M | Hold |
86,033
| – | – | 0.69% | 37 |
|
|
2021
Q2 | $5.75M | Buy |
86,033
+490
| +0.6% | +$32.7K | 0.77% | 33 |
|
|
2021
Q1 | $5.4M | Buy |
85,543
+79,415
| +1,296% | +$5.01M | 0.79% | 34 |
|
|
2020
Q4 | $380K | Sell |
6,128
-10,357
| -63% | -$642K | 0.06% | 242 |
|
|
2020
Q3 | $994K | Buy |
16,485
+10,318
| +167% | +$622K | 0.17% | 115 |
|
|
2020
Q2 | $363K | Sell |
6,167
-13,869
| -69% | -$816K | 0.07% | 188 |
|
|
2020
Q1 | $1.12M | Sell |
20,036
-5,526
| -22% | -$308K | 0.23% | 102 |
|
|
2019
Q4 | $1.63M | Buy |
+25,562
| New | +$1.63M | 0.31% | 82 |
|
|
2019
Q1 | – | Sell |
-15,100
| Closed | -$785K | – | 315 |
|
|
2018
Q4 | $785K | Hold |
15,100
| – | – | 0.21% | 123 |
|
|
2018
Q3 | $937K | Hold |
15,100
| – | – | 0.19% | 132 |
|
|
2018
Q2 | $836K | Sell |
15,100
-1,039
| -6% | -$57.5K | 0.2% | 127 |
|
|
2018
Q1 | $1.02M | Hold |
16,139
| – | – | 0.25% | 110 |
|
|
2017
Q4 | $989K | Hold |
16,139
| – | – | 0.23% | 119 |
|
|
2017
Q3 | $1.03M | Sell |
16,139
-40
| -0.2% | -$2.55K | 0.26% | 104 |
|
|
2017
Q2 | $901K | Hold |
16,179
| – | – | 0.24% | 118 |
|
|
2017
Q1 | $880K | Buy |
+16,179
| New | +$880K | 0.23% | 124 |
|
|
2016
Q3 | – | Sell |
-19,822
| Closed | -$1.46M | – | 265 |
|
|
2016
Q2 | $1.46M | Buy |
19,822
+7,256
| +58% | +$534K | 0.42% | 68 |
|
|
2016
Q1 | $803K | Sell |
12,566
-7,482
| -37% | -$478K | 0.25% | 128 |
|
|
2015
Q4 | $1.38M | Buy |
20,048
+15,604
| +351% | +$1.07M | 0.42% | 71 |
|
|
2015
Q3 | $263K | Buy |
4,444
+5
| +0.1% | +$296 | 0.09% | 172 |
|
|
2015
Q2 | $295K | Buy |
4,439
+5
| +0.1% | +$332 | 0.08% | 189 |
|
|
2015
Q1 | $286K | Sell |
4,434
-994
| -18% | -$64.1K | 0.08% | 191 |
|
|
2014
Q4 | $320K | Buy |
5,428
+502
| +10% | +$29.6K | 0.08% | 190 |
|
|
2014
Q3 | $252K | Buy |
4,926
+376
| +8% | +$19.2K | 0.07% | 209 |
|
|
2014
Q2 | $221K | Sell |
4,550
-39,725
| -90% | -$1.93M | 0.06% | 233 |
|
|
2014
Q1 | $2.3M | Hold |
44,275
| – | – | 0.64% | 48 |
|
|
2013
Q4 | $2.35M | Hold |
44,275
| – | – | 0.65% | 44 |
|
|
2013
Q3 | $2.05M | Sell |
44,275
-320
| -0.7% | -$14.8K | 0.67% | 44 |
|
|
2013
Q2 | $1.99M | Buy |
+44,595
| New | +$1.99M | 0.68% | 46 |
|