TFM
TFC Financial Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
2,670
-15
| -0.6% | -$694 | 0.02% | 171 |
|
|
2025
Q1 | $164K | Buy |
2,685
+7
| +0.3% | +$427 | 0.03% | 138 |
|
|
2024
Q4 | $151K | Buy |
2,678
+25
| +0.9% | +$1.41K | 0.02% | 149 |
|
|
2024
Q3 | $137K | Buy |
2,653
+30
| +1% | +$1.55K | 0.02% | 160 |
|
|
2024
Q2 | $109K | Sell |
2,623
-27
| -1% | -$1.12K | 0.02% | 160 |
|
|
2024
Q1 | $144K | Sell |
2,650
-55
| -2% | -$2.98K | 0.03% | 145 |
|
|
2023
Q4 | $139K | Sell |
2,705
-19
| -0.7% | -$975 | 0.03% | 148 |
|
|
2023
Q3 | $158K | Buy |
2,724
+8
| +0.3% | +$464 | 0.04% | 127 |
|
|
2023
Q2 | $174K | Buy |
2,716
+436
| +19% | +$27.9K | 0.04% | 122 |
|
|
2023
Q1 | $158K | Buy |
2,280
+31
| +1% | +$2.15K | 0.04% | 125 |
|
|
2022
Q4 | $162K | Buy |
2,249
+2
| +0.1% | +$144 | 0.05% | 109 |
|
|
2022
Q3 | $160K | Hold |
2,247
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $173K | Hold |
2,247
| – | – | 0.05% | 104 |
|
|
2022
Q1 | $164K | Hold |
2,247
| – | – | 0.05% | 116 |
|
|
2021
Q4 | $140K | Sell |
2,247
-1,820
| -45% | -$113K | 0.04% | 131 |
|
|
2021
Q3 | $241K | Hold |
4,067
| – | – | 0.08% | 84 |
|
|
2021
Q2 | $272K | Hold |
4,067
| – | – | 0.09% | 75 |
|
|
2021
Q1 | $257K | Hold |
4,067
| – | – | 0.1% | 76 |
|
|
2020
Q4 | $252K | Hold |
4,067
| – | – | 0.11% | 77 |
|
|
2020
Q3 | $245K | Buy |
+4,067
| New | +$245K | 0.12% | 70 |
|