SSW
Smith Shellnut Wilson’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,524
| Closed | -$215K | – | 140 |
|
|
2025
Q1 | $215K | Buy |
+3,524
| New | +$215K | 0.1% | 131 |
|
|
2024
Q2 | – | Sell |
-5,299
| Closed | -$287K | – | 141 |
|
|
2024
Q1 | $287K | Sell |
5,299
-106
| -2% | -$5.75K | 0.15% | 101 |
|
|
2023
Q4 | $277K | Hold |
5,405
| – | – | 0.16% | 102 |
|
|
2023
Q3 | $314K | Hold |
5,405
| – | – | 0.19% | 93 |
|
|
2023
Q2 | $346K | Hold |
5,405
| – | – | 0.19% | 90 |
|
|
2023
Q1 | $375K | Hold |
5,405
| – | – | 0.23% | 76 |
|
|
2022
Q4 | $389K | Hold |
5,405
| – | – | 0.24% | 73 |
|
|
2022
Q3 | $384K | Hold |
5,405
| – | – | 0.26% | 63 |
|
|
2022
Q2 | $416K | Sell |
5,405
-89
| -2% | -$6.85K | 0.26% | 65 |
|
|
2022
Q1 | $401K | Sell |
5,494
-791
| -13% | -$57.7K | 0.21% | 83 |
|
|
2021
Q4 | $392K | Buy |
6,285
+131
| +2% | +$8.17K | 0.19% | 97 |
|
|
2021
Q3 | $364K | Buy |
6,154
+2,160
| +54% | +$128K | 0.21% | 91 |
|
|
2021
Q2 | $267K | Hold |
3,994
| – | – | 0.16% | 117 |
|
|
2021
Q1 | $252K | Sell |
3,994
-131
| -3% | -$8.27K | 0.15% | 117 |
|
|
2020
Q4 | $256K | Hold |
4,125
| – | – | 0.15% | 108 |
|
|
2020
Q3 | $249 | Hold |
4,125
| – | – | 0.09% | 109 |
|
|
2020
Q2 | $243K | Buy |
4,125
+303
| +8% | +$17.8K | 0.17% | 95 |
|
|
2020
Q1 | $213K | Buy |
3,822
+620
| +19% | +$34.6K | 0.18% | 97 |
|
|
2019
Q4 | $206K | Buy |
+3,202
| New | +$206K | 0.14% | 124 |
|