SVWAG

Sound View Wealth Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.3M	Buy	307,849 +250,624	+438%	+$11.6M	1.05%	24
2025 Q1	$3.49M	Sell	57,225 -619	-1%	-$37.8K	0.29%	79
2024 Q4	$3.27M	Sell	57,844 -8,683	-13%	-$491K	0.26%	83
2024 Q3	$3.44M	Buy	66,527 +4,963	+8%	+$257K	0.28%	81
2024 Q2	$2.56M	Buy	61,564 +7,149	+13%	+$297K	0.26%	83
2024 Q1	$2.95M	Buy	54,415 +4,713	+9%	+$256K	0.31%	73
2023 Q4	$2.55M	Sell	49,702 -9,996	-17%	-$513K	0.28%	85
2023 Q3	$3.46M	Buy	59,698 +8,724	+17%	+$506K	0.43%	56
2023 Q2	$3.26M	Buy	50,974 +1,507	+3%	+$96.4K	0.43%	59
2023 Q1	$3.43M	Sell	49,467 -235	-0.5%	-$16.3K	0.47%	57
2022 Q4	$2.55M	Buy	49,702 +14,068	+39%	+$722K	0.28%	85
2022 Q3	$2.53M	Buy	35,634 +2,818	+9%	+$200K	0.57%	50
2022 Q2	$2.53M	Sell	32,816 -1,402	-4%	-$108K	0.53%	51
2022 Q1	$2.5M	Buy	34,218 +8,274	+32%	+$604K	0.48%	54
2021 Q4	$1.62M	Sell	25,944 -72	-0.3%	-$4.49K	0.31%	86
2021 Q3	$1.54M	Buy	26,016 +378	+1%	+$22.4K	0.32%	85
2021 Q2	$1.71M	Sell	25,638 -11	-0%	-$735	0.36%	73
2021 Q1	$1.62M	Sell	25,649 -360	-1%	-$22.7K	0.38%	74
2020 Q4	$1.61M	Buy	26,009 +510	+2%	+$31.6K	0.39%	70
2020 Q3	$1.54M	Sell	25,499 -276	-1%	-$16.6K	0.4%	67
2020 Q2	$1.52M	Buy	25,775 +951	+4%	+$55.9K	0.43%	64
2020 Q1	$1.38M	Sell	24,824 -749	-3%	-$41.8K	0.48%	63
2019 Q4	$1.64M	Buy	25,573 +2,512	+11%	+$161K	0.46%	65
2019 Q3	$1.17M	Sell	23,061 -2,504	-10%	-$127K	0.35%	82
2019 Q2	$1.16M	Buy	+25,565	New	+$1.16M	0.34%	82