SWM
Sugarloaf Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $155K | Buy |
2,737
+80
| +3% | +$4.53K | 0.03% | 196 |
|
|
2024
Q3 | $137K | Hold |
2,657
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $110K | Sell |
2,657
-14
| -0.5% | -$581 | 0.02% | 221 |
|
|
2024
Q1 | $145K | Sell |
2,671
-584
| -18% | -$31.7K | 0.03% | 193 |
|
|
2023
Q4 | $167K | Sell |
3,255
-115
| -3% | -$5.9K | 0.04% | 167 |
|
|
2023
Q3 | $196K | Hold |
3,370
| – | – | 0.05% | 130 |
|
|
2023
Q2 | $216K | Sell |
3,370
-388
| -10% | -$24.8K | 0.05% | 126 |
|
|
2023
Q1 | $260K | Sell |
3,758
-771
| -17% | -$53.4K | 0.06% | 110 |
|
|
2022
Q4 | $326K | Sell |
4,529
-894
| -16% | -$64.3K | 0.08% | 97 |
|
|
2022
Q3 | $386K | Buy |
5,423
+354
| +7% | +$25.2K | 0.1% | 87 |
|
|
2022
Q2 | $390K | Sell |
5,069
-324
| -6% | -$24.9K | 0.1% | 82 |
|
|
2022
Q1 | $394K | Sell |
5,393
-1,262
| -19% | -$92.2K | 0.09% | 81 |
|
|
2021
Q4 | $415K | Buy |
6,655
+683
| +11% | +$42.6K | 0.1% | 82 |
|
|
2021
Q3 | $353K | Sell |
5,972
-2,574
| -30% | -$152K | 0.09% | 85 |
|
|
2021
Q2 | $571K | Sell |
8,546
-2,892
| -25% | -$193K | 0.16% | 59 |
|
|
2021
Q1 | $722 | Sell |
11,438
-3,265
| -22% | -$206 | 0.22% | 54 |
|
|
2020
Q4 | $912K | Sell |
14,703
-43
| -0.3% | -$2.67K | 0.31% | 46 |
|
|
2020
Q3 | $889K | Buy |
14,746
+74
| +0.5% | +$4.46K | 0.32% | 46 |
|
|
2020
Q2 | $863K | Buy |
14,672
+343
| +2% | +$20.2K | 0.33% | 48 |
|
|
2020
Q1 | $799K | Buy |
14,329
+91
| +0.6% | +$5.07K | 0.36% | 44 |
|
|
2019
Q4 | $914K | Buy |
+14,238
| New | +$914K | 0.39% | 46 |
|