SFWA
Summit Financial Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $734K | Hold |
12,042
| – | – | 0.15% | 72 |
|
|
2024
Q4 | $722K | Buy |
12,042
+2,384
| +25% | +$143K | 0.14% | 76 |
|
|
2024
Q3 | $500K | Buy |
9,658
+225
| +2% | +$11.6K | 0.09% | 90 |
|
|
2024
Q2 | $392K | Sell |
9,433
-3,085
| -25% | -$128K | 0.08% | 92 |
|
|
2024
Q1 | $679K | Sell |
12,518
-1,030
| -8% | -$55.9K | 0.14% | 69 |
|
|
2023
Q4 | $695K | Sell |
13,548
-2,080
| -13% | -$107K | 0.16% | 66 |
|
|
2023
Q3 | $817K | Sell |
15,628
-741
| -5% | -$38.7K | 0.2% | 55 |
|
|
2023
Q2 | $1.05M | Sell |
16,369
-220
| -1% | -$14.1K | 0.24% | 53 |
|
|
2023
Q1 | $1.15M | Buy |
16,589
+48
| +0.3% | +$3.33K | 0.27% | 51 |
|
|
2022
Q4 | $1.19M | Buy |
16,541
+952
| +6% | +$68.5K | 0.29% | 48 |
|
|
2022
Q3 | $1.16M | Sell |
15,589
-1,370
| -8% | -$102K | 0.33% | 42 |
|
|
2022
Q2 | $1.24M | Buy |
16,959
+813
| +5% | +$59.2K | 0.3% | 48 |
|
|
2022
Q1 | $1.18M | Sell |
16,146
-1,352
| -8% | -$98.7K | 0.24% | 48 |
|
|
2021
Q4 | $1.09M | Sell |
17,498
-850
| -5% | -$52.8K | 0.21% | 52 |
|
|
2021
Q3 | $1.09M | Sell |
18,348
-340
| -2% | -$20.1K | 0.25% | 50 |
|
|
2021
Q2 | $1.25M | Sell |
18,688
-1,670
| -8% | -$112K | 0.28% | 47 |
|
|
2021
Q1 | $1.26M | Buy |
20,358
+1,594
| +8% | +$98.9K | 0.32% | 42 |
|
|
2020
Q4 | $1.13M | Sell |
18,764
-6,644
| -26% | -$400K | 0.31% | 43 |
|
|
2020
Q3 | $1.51M | Sell |
25,408
-105
| -0.4% | -$6.25K | 0.4% | 37 |
|
|
2020
Q2 | $1.52M | Sell |
25,513
-5,186
| -17% | -$309K | 0.41% | 40 |
|
|
2020
Q1 | $1.78M | Sell |
30,699
-9,536
| -24% | -$552K | 0.56% | 33 |
|
|
2019
Q4 | $2.56M | Buy |
40,235
+4,017
| +11% | +$256K | 0.62% | 38 |
|
|
2019
Q3 | $1.87M | Sell |
36,218
-15,381
| -30% | -$794K | 0.46% | 49 |
|
|
2019
Q2 | $2.34M | Sell |
51,599
-1,255
| -2% | -$56.9K | 0.57% | 43 |
|
|
2019
Q1 | $2.48M | Buy |
52,854
+9,868
| +23% | +$463K | 0.65% | 47 |
|
|
2018
Q4 | $2.23M | Buy |
42,986
+37,520
| +686% | +$1.95M | 0.73% | 43 |
|
|
2018
Q3 | $314K | Buy |
5,466
+2,037
| +59% | +$117K | 0.09% | 105 |
|
|
2018
Q2 | $217K | Sell |
3,429
-596
| -15% | -$37.7K | 0.07% | 121 |
|
|
2018
Q1 | $255K | Sell |
4,025
-35,353
| -90% | -$2.24M | 0.08% | 117 |
|
|
2017
Q4 | $2.41M | Buy |
39,378
+186
| +0.5% | +$11.4K | 0.83% | 43 |
|
|
2017
Q3 | $2.5M | Sell |
39,192
-15,479
| -28% | -$987K | 0.91% | 34 |
|
|
2017
Q2 | $3.05M | Sell |
54,671
-1,705
| -3% | -$95K | 1.2% | 23 |
|
|
2017
Q1 | $3.07M | Buy |
56,376
+3,500
| +7% | +$190K | 1.34% | 20 |
|
|
2016
Q4 | $3.09M | Sell |
52,876
-988
| -2% | -$57.7K | 1.36% | 25 |
|
|
2016
Q3 | $2.9M | Buy |
53,864
+8,303
| +18% | +$448K | 1.26% | 29 |
|
|
2016
Q2 | $3.35M | Sell |
45,561
-24
| -0.1% | -$1.77K | 1.4% | 23 |
|
|
2016
Q1 | $2.91M | Sell |
45,585
-16
| -0% | -$1.02K | 1.27% | 25 |
|
|
2015
Q4 | $3.14M | Buy |
45,601
+6,526
| +17% | +$449K | 1.44% | 23 |
|
|
2015
Q3 | $2.31M | Hold |
39,075
| – | – | 1.5% | 19 |
|
|
2015
Q2 | $2.6M | Hold |
39,075
| – | – | 1.61% | 21 |
|
|
2015
Q1 | $2.63M | Sell |
39,075
-5,590
| -13% | -$377K | 1.78% | 20 |
|
|
2014
Q4 | $2.64M | Buy |
+44,665
| New | +$2.64M | 1.83% | 21 |
|