SWA
SOA Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
5,722
+686
| +14% | +$31.8K | 0.05% | 172 |
|
|
2025
Q1 | $307K | Buy |
5,036
+353
| +8% | +$21.5K | 0.06% | 149 |
|
|
2024
Q4 | $265K | Buy |
4,683
+31
| +0.7% | +$1.75K | 0.05% | 157 |
|
|
2024
Q3 | $241K | Sell |
4,652
-10
| -0.2% | -$517 | 0.05% | 165 |
|
|
2024
Q2 | $194K | Buy |
4,662
+759
| +19% | +$31.5K | 0.04% | 187 |
|
|
2024
Q1 | $212K | Sell |
3,903
-122
| -3% | -$6.62K | 0.04% | 175 |
|
|
2023
Q4 | $207K | Sell |
4,025
-15
| -0.4% | -$770 | 0.05% | 170 |
|
|
2023
Q3 | $234K | Buy |
4,040
+722
| +22% | +$41.9K | 0.06% | 148 |
|
|
2023
Q2 | $212K | Buy |
3,318
+20
| +0.6% | +$1.28K | 0.05% | 155 |
|
|
2023
Q1 | $229K | Buy |
3,298
+18
| +0.5% | +$1.25K | 0.06% | 141 |
|
|
2022
Q4 | $236K | Buy |
3,280
+13
| +0.4% | +$935 | 0.06% | 137 |
|
|
2022
Q3 | $232K | Buy |
3,267
+203
| +7% | +$14.4K | 0.07% | 133 |
|
|
2022
Q2 | $235K | Buy |
3,064
+354
| +13% | +$27.2K | 0.07% | 132 |
|
|
2022
Q1 | $197K | Buy |
2,710
+14
| +0.5% | +$1.02K | 0.05% | 161 |
|
|
2021
Q4 | $168K | Sell |
2,696
-813
| -23% | -$50.7K | 0.04% | 174 |
|
|
2021
Q3 | $207K | Buy |
3,509
+1,032
| +42% | +$60.9K | 0.05% | 151 |
|
|
2021
Q2 | $165K | Sell |
2,477
-235
| -9% | -$15.7K | 0.04% | 171 |
|
|
2021
Q1 | $171K | Sell |
2,712
-13
| -0.5% | -$820 | 0.05% | 149 |
|
|
2020
Q4 | $163K | Buy |
+2,725
| New | +$163K | 0.04% | 147 |
|