SWP
Stratos Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
206,934
+2,851
| +1% | +$132K | 0.13% | 162 |
|
|
2025
Q1 | $12.4M | Sell |
204,083
-13,817
| -6% | -$843K | 0.19% | 114 |
|
|
2024
Q4 | $12.3M | Sell |
217,900
-5,009
| -2% | -$283K | 0.17% | 118 |
|
|
2024
Q3 | $11.5M | Buy |
222,909
+18,819
| +9% | +$974K | 0.17% | 125 |
|
|
2024
Q2 | $8.48M | Sell |
204,090
-1,739
| -0.8% | -$72.2K | 0.14% | 155 |
|
|
2024
Q1 | $11.2M | Buy |
205,829
+5,998
| +3% | +$325K | 0.19% | 120 |
|
|
2023
Q4 | $10.3M | Sell |
199,831
-6,186
| -3% | -$317K | 0.19% | 114 |
|
|
2023
Q3 | $12M | Buy |
206,017
+3,916
| +2% | +$227K | 0.26% | 78 |
|
|
2023
Q2 | $12.9M | Buy |
202,101
+485
| +0.2% | +$31K | 0.29% | 66 |
|
|
2023
Q1 | $14M | Sell |
201,616
-7,841
| -4% | -$543K | 0.37% | 48 |
|
|
2022
Q4 | $15.1M | Buy |
209,457
+1,307
| +0.6% | +$94K | 0.38% | 52 |
|
|
2022
Q3 | $14.8M | Sell |
208,150
-1,119
| -0.5% | -$79.5K | 0.41% | 52 |
|
|
2022
Q2 | $16.1M | Sell |
209,269
-1,069
| -0.5% | -$82.3K | 0.41% | 53 |
|
|
2022
Q1 | $15.4M | Sell |
210,338
-3,284
| -2% | -$240K | 0.34% | 63 |
|
|
2021
Q4 | $13.3M | Sell |
213,622
-7,559
| -3% | -$471K | 0.29% | 63 |
|
|
2021
Q3 | $13.1M | Sell |
221,181
-202
| -0.1% | -$12K | 0.33% | 58 |
|
|
2021
Q2 | $14.8M | Buy |
221,383
+339
| +0.2% | +$22.7K | 0.37% | 47 |
|
|
2021
Q1 | $14M | Sell |
221,044
-10,943
| -5% | -$691K | 0.39% | 47 |
|
|
2020
Q4 | $14.4M | Sell |
231,987
-10,219
| -4% | -$634K | 0.43% | 43 |
|
|
2020
Q3 | $14.6M | Buy |
242,206
+5,359
| +2% | +$323K | 0.48% | 36 |
|
|
2020
Q2 | $13.9M | Sell |
236,847
-24,565
| -9% | -$1.44M | 0.5% | 32 |
|
|
2020
Q1 | $14.6M | Sell |
261,412
-15,964
| -6% | -$890K | 0.67% | 26 |
|
|
2019
Q4 | $17.8M | Buy |
277,376
+17,163
| +7% | +$1.1M | 0.7% | 20 |
|
|
2019
Q3 | $13.2M | Buy |
260,213
+599
| +0.2% | +$30.4K | 0.57% | 30 |
|
|
2019
Q2 | $11.8M | Sell |
259,614
-17,656
| -6% | -$801K | 0.51% | 37 |
|
|
2019
Q1 | $13.2M | Sell |
277,270
-5,536
| -2% | -$264K | 0.59% | 26 |
|
|
2018
Q4 | $14.7M | Sell |
282,806
-7,908
| -3% | -$411K | 0.76% | 20 |
|
|
2018
Q3 | $18M | Sell |
290,714
-2,243
| -0.8% | -$139K | 0.81% | 19 |
|
|
2018
Q2 | $16.2M | Sell |
292,957
-6,505
| -2% | -$360K | 0.72% | 24 |
|
|
2018
Q1 | $18.9M | Sell |
299,462
-8,542
| -3% | -$540K | 0.8% | 21 |
|
|
2017
Q4 | $18.9M | Sell |
308,004
-6,596
| -2% | -$404K | 0.85% | 18 |
|
|
2017
Q3 | $20.1M | Sell |
314,600
-6,953
| -2% | -$443K | 0.95% | 18 |
|
|
2017
Q2 | $17.9M | Buy |
321,553
+2,025
| +0.6% | +$113K | 0.92% | 19 |
|
|
2017
Q1 | $17.4M | Buy |
319,528
+59,453
| +23% | +$3.23M | 0.98% | 19 |
|
|
2016
Q4 | $15.2M | Buy |
260,075
+119,910
| +86% | +$7.01M | 0.95% | 21 |
|
|
2016
Q3 | $7.56M | Buy |
140,165
+26,535
| +23% | +$1.43M | 0.51% | 42 |
|
|
2016
Q2 | $8.36M | Buy |
113,630
+47,379
| +72% | +$3.48M | 0.62% | 32 |
|
|
2016
Q1 | $4.23M | Buy |
66,251
+1,299
| +2% | +$83K | 0.36% | 53 |
|
|
2015
Q4 | $4.47M | Buy |
64,952
+22,123
| +52% | +$1.52M | 0.37% | 52 |
|
|
2015
Q3 | $2.54M | Sell |
42,829
-19,384
| -31% | -$1.15M | 0.32% | 69 |
|
|
2015
Q2 | $4.14M | Sell |
62,213
-20,909
| -25% | -$1.39M | 0.53% | 32 |
|
|
2015
Q1 | $5.35M | Buy |
83,122
+30,957
| +59% | +$1.99M | 0.64% | 28 |
|
|
2014
Q4 | $3.08M | Sell |
52,165
-605
| -1% | -$35.7K | 0.55% | 40 |
|
|
2014
Q3 | $2.7M | Buy |
52,770
+3,933
| +8% | +$201K | 0.63% | 38 |
|
|
2014
Q2 | $2.37M | Buy |
+48,837
| New | +$2.37M | 0.79% | 33 |
|