TFA
Toth Financial Advisory’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
81,580
-9,916
| -11% | -$459K | 0.44% | 76 |
|
|
2025
Q1 | $5.58M | Buy |
91,496
+18,478
| +25% | +$1.13M | 0.67% | 56 |
|
|
2024
Q4 | $4.13M | Buy |
73,018
+16,041
| +28% | +$907K | 0.49% | 75 |
|
|
2024
Q3 | $2.95M | Buy |
56,977
+5,719
| +11% | +$296K | 0.35% | 92 |
|
|
2024
Q2 | $2.13M | Sell |
51,258
-5,446
| -10% | -$226K | 0.27% | 99 |
|
|
2024
Q1 | $3.08M | Buy |
56,704
+3,265
| +6% | +$177K | 0.38% | 81 |
|
|
2023
Q4 | $2.74M | Sell |
53,439
-29,093
| -35% | -$1.49M | 0.37% | 80 |
|
|
2023
Q3 | $4.79M | Sell |
82,532
-10,758
| -12% | -$624K | 0.73% | 48 |
|
|
2023
Q2 | $5.97M | Sell |
93,290
-3,206
| -3% | -$205K | 0.86% | 41 |
|
|
2023
Q1 | $6.69M | Sell |
96,496
-4,648
| -5% | -$322K | 1.04% | 31 |
|
|
2022
Q4 | $7.28M | Sell |
101,144
-7,856
| -7% | -$565K | 1.18% | 28 |
|
|
2022
Q3 | $7.75M | Buy |
109,000
+6,543
| +6% | +$465K | 1.4% | 19 |
|
|
2022
Q2 | $7.89M | Buy |
102,457
+11,169
| +12% | +$860K | 1.37% | 20 |
|
|
2022
Q1 | $6.67M | Buy |
91,288
+20,615
| +29% | +$1.51M | 1% | 37 |
|
|
2021
Q4 | $4.41M | Sell |
70,673
-8,256
| -10% | -$515K | 0.6% | 55 |
|
|
2021
Q3 | $4.67M | Buy |
78,929
+2,429
| +3% | +$144K | 0.71% | 48 |
|
|
2021
Q2 | $5.11M | Buy |
76,500
+2,928
| +4% | +$196K | 0.78% | 47 |
|
|
2021
Q1 | $4.65M | Buy |
73,572
+4,019
| +6% | +$254K | 0.74% | 48 |
|
|
2020
Q4 | $4.31M | Buy |
69,553
+10,395
| +18% | +$645K | 0.74% | 47 |
|
|
2020
Q3 | $3.57M | Buy |
59,158
+15,456
| +35% | +$932K | 0.69% | 52 |
|
|
2020
Q2 | $2.57M | Buy |
43,702
+39,554
| +954% | +$2.33M | 0.56% | 61 |
|
|
2020
Q1 | $231K | Sell |
4,148
-2,320
| -36% | -$129K | 0.07% | 121 |
|
|
2019
Q4 | $415K | Buy |
6,468
+1,168
| +22% | +$74.9K | 0.08% | 141 |
|
|
2019
Q3 | $269K | Buy |
+5,300
| New | +$269K | 0.06% | 152 |
|