TFA
Tranquilli Financial Advisor’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,194
| Closed | -$294K | – | 111 |
|
2024
Q4 | $294K | Buy |
5,194
+6
| +0.1% | +$339 | 0.19% | 88 |
|
2024
Q3 | $268K | Buy |
5,188
+32
| +0.6% | +$1.66K | 0.17% | 91 |
|
2024
Q2 | $213K | Sell |
5,156
-6
| -0.1% | -$248 | 0.14% | 100 |
|
2024
Q1 | $280K | Buy |
5,162
+358
| +7% | +$19.4K | 0.19% | 89 |
|
2023
Q4 | $246K | Sell |
4,804
-910
| -16% | -$46.7K | 0.17% | 86 |
|
2023
Q3 | $332K | Buy |
5,714
+157
| +3% | +$9.11K | 0.24% | 72 |
|
2023
Q2 | $355K | Sell |
5,557
-304
| -5% | -$19.4K | 0.25% | 69 |
|
2023
Q1 | $406K | Buy |
5,861
+313
| +6% | +$21.7K | 0.3% | 60 |
|
2022
Q4 | $399K | Buy |
5,548
+55
| +1% | +$3.96K | 0.3% | 54 |
|
2022
Q3 | $390K | Buy |
5,493
+28
| +0.5% | +$1.99K | 0.31% | 39 |
|
2022
Q2 | $421K | Buy |
5,465
+579
| +12% | +$44.6K | 0.32% | 32 |
|
2022
Q1 | $357K | Buy |
4,886
+292
| +6% | +$21.3K | 0.25% | 57 |
|
2021
Q4 | $286K | Sell |
4,594
-50
| -1% | -$3.11K | 0.2% | 72 |
|
2021
Q3 | $275K | Hold |
4,644
| – | – | 0.21% | 68 |
|
2021
Q2 | $310K | Hold |
4,644
| – | – | 0.23% | 60 |
|
2021
Q1 | $293K | Buy |
4,644
+268
| +6% | +$16.9K | 0.24% | 59 |
|
2020
Q4 | $271K | Buy |
+4,376
| New | +$271K | 0.25% | 60 |
|