TWA
TCI 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 | $247K | Sell |
5,343
-597
| -10% | -$27.6K | 0.02% | 209 |
|
|
2025
Q1 | $362K | Buy |
5,940
+374
| +7% | +$22.8K | 0.03% | 158 |
|
|
2024
Q4 | $315K | Buy |
5,566
+122
| +2% | +$6.9K | 0.03% | 169 |
|
|
2024
Q3 | $282K | Sell |
5,444
-1,282
| -19% | -$66.3K | 0.02% | 189 |
|
|
2024
Q2 | $279K | Sell |
6,726
-156
| -2% | -$6.48K | 0.03% | 180 |
|
|
2024
Q1 | $373K | Buy |
6,882
+402
| +6% | +$21.8K | 0.04% | 145 |
|
|
2023
Q4 | $333K | Sell |
6,480
-143
| -2% | -$7.34K | 0.04% | 150 |
|
|
2023
Q3 | $384K | Sell |
6,623
-267
| -4% | -$15.5K | 0.05% | 126 |
|
|
2023
Q2 | $441K | Sell |
6,890
-920
| -12% | -$58.8K | 0.06% | 122 |
|
|
2023
Q1 | $541K | Sell |
7,810
-190
| -2% | -$13.2K | 0.07% | 101 |
|
|
2022
Q4 | $576K | Buy |
8,000
+711
| +10% | +$51.2K | 0.08% | 90 |
|
|
2022
Q3 | $518K | Buy |
7,289
+584
| +9% | +$41.5K | 0.08% | 92 |
|
|
2022
Q2 | $516K | Buy |
6,705
+177
| +3% | +$13.6K | 0.08% | 99 |
|
|
2022
Q1 | $477K | Buy |
6,528
+117
| +2% | +$8.55K | 0.07% | 104 |
|
|
2021
Q4 | $400K | Sell |
6,411
-698
| -10% | -$43.6K | 0.06% | 116 |
|
|
2021
Q3 | $421K | Sell |
7,109
-1,497
| -17% | -$88.7K | 0.06% | 113 |
|
|
2021
Q2 | $575K | Buy |
8,606
+85
| +1% | +$5.68K | 0.1% | 94 |
|
|
2021
Q1 | $538K | Buy |
8,521
+302
| +4% | +$19.1K | 0.23% | 84 |
|
|
2020
Q4 | $510K | Sell |
8,219
-12,417
| -60% | -$770K | 0.23% | 85 |
|
|
2020
Q3 | $1.24M | Buy |
20,636
+1
| +0% | +$60 | 0.49% | 42 |
|
|
2020
Q2 | $1.21M | Buy |
20,635
+12
| +0.1% | +$705 | 0.52% | 44 |
|
|
2020
Q1 | $1.15M | Sell |
20,623
-1,705
| -8% | -$95.1K | 0.57% | 41 |
|
|
2019
Q4 | $1.43M | Buy |
22,328
+1,256
| +6% | +$80.6K | 0.56% | 44 |
|
|
2019
Q3 | $1.07M | Hold |
21,072
| – | – | 0.47% | 50 |
|
|
2019
Q2 | $956K | Sell |
21,072
-6,156
| -23% | -$279K | 0.43% | 52 |
|
|
2019
Q1 | $1.3M | Sell |
27,228
-23
| -0.1% | -$1.1K | 0.57% | 44 |
|
|
2018
Q4 | $1.42M | Sell |
27,251
-3,083
| -10% | -$160K | 0.69% | 39 |
|
|
2018
Q3 | $1.88M | Sell |
30,334
-56
| -0.2% | -$3.48K | 0.79% | 33 |
|
|
2018
Q2 | $1.68M | Sell |
30,390
-2,021
| -6% | -$112K | 0.75% | 36 |
|
|
2018
Q1 | $2.05M | Sell |
32,411
-11
| -0% | -$696 | 0.95% | 22 |
|
|
2017
Q4 | $1.99M | Sell |
32,422
-3,720
| -10% | -$228K | 0.87% | 25 |
|
|
2017
Q3 | $2.3M | Buy |
36,142
+678
| +2% | +$43.2K | 1.13% | 20 |
|
|
2017
Q2 | $1.98M | Sell |
35,464
-754
| -2% | -$42K | 1.01% | 24 |
|
|
2017
Q1 | $1.97M | Sell |
36,218
-244
| -0.7% | -$13.3K | 1.03% | 23 |
|
|
2016
Q4 | $2.13M | Buy |
36,462
+277
| +0.8% | +$16.2K | 1.12% | 22 |
|
|
2016
Q3 | $1.95M | Sell |
36,185
-657
| -2% | -$35.4K | 1.06% | 23 |
|
|
2016
Q2 | $2.71M | Sell |
36,842
-35
| -0.1% | -$2.58K | 1.5% | 15 |
|
|
2016
Q1 | $2.36M | Sell |
36,877
-682
| -2% | -$43.6K | 1.31% | 18 |
|
|
2015
Q4 | $2.58M | Sell |
37,559
-94
| -0.2% | -$6.47K | 1.44% | 15 |
|
|
2015
Q3 | $2.23M | Buy |
37,653
+243
| +0.6% | +$14.4K | 1.34% | 17 |
|
|
2015
Q2 | $2.49M | Sell |
37,410
-596
| -2% | -$39.7K | 1.42% | 15 |
|
|
2015
Q1 | $2.45M | Sell |
38,006
-371
| -1% | -$23.9K | 1.54% | 14 |
|
|
2014
Q4 | $2.27M | Sell |
38,377
-368
| -0.9% | -$21.7K | 1.4% | 14 |
|
|
2014
Q3 | $1.98M | Buy |
38,745
+315
| +0.8% | +$16.1K | 1.25% | 19 |
|
|
2014
Q2 | $1.86M | Buy |
38,430
+12
| +0% | +$582 | 1.12% | 23 |
|
|
2014
Q1 | $2M | Sell |
38,418
-1,000
| -3% | -$52K | 1.3% | 17 |
|
|
2013
Q4 | $2.1M | Hold |
39,418
| – | – | 1.31% | 15 |
|
|
2013
Q3 | $1.82M | Buy |
39,418
+100
| +0.3% | +$4.63K | 1.39% | 15 |
|
|
2013
Q2 | $1.76M | Buy |
+39,318
| New | +$1.76M | 1.33% | 18 |
|