TSWM
Triangle Securities Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
15,628
-1,552
| -9% | -$71.8K | 0.18% | 125 |
|
|
2025
Q1 | $1.05M | Buy |
17,180
+413
| +2% | +$25.2K | 0.27% | 99 |
|
|
2024
Q4 | $948K | Sell |
16,767
-1,499
| -8% | -$84.8K | 0.24% | 102 |
|
|
2024
Q3 | $945K | Sell |
18,266
-10,844
| -37% | -$561K | 0.24% | 108 |
|
|
2024
Q2 | $1.21M | Sell |
29,110
-4,009
| -12% | -$166K | 0.34% | 80 |
|
|
2024
Q1 | $1.8M | Buy |
33,119
+2,634
| +9% | +$143K | 0.51% | 64 |
|
|
2023
Q4 | $1.56M | Sell |
30,485
-878
| -3% | -$45.1K | 0.49% | 63 |
|
|
2023
Q3 | $1.82M | Sell |
31,363
-654
| -2% | -$38K | 0.65% | 49 |
|
|
2023
Q2 | $2.05M | Sell |
32,017
-476
| -1% | -$30.4K | 0.7% | 39 |
|
|
2023
Q1 | $2.25M | Sell |
32,493
-2,496
| -7% | -$173K | 0.81% | 32 |
|
|
2022
Q4 | $2.52M | Sell |
34,989
-1,052
| -3% | -$75.7K | 0.92% | 31 |
|
|
2022
Q3 | $2.56M | Sell |
36,041
-1,774
| -5% | -$126K | 1.05% | 24 |
|
|
2022
Q2 | $2.91M | Sell |
37,815
-1,378
| -4% | -$106K | 1.13% | 20 |
|
|
2022
Q1 | $2.86M | Sell |
39,193
-1,346
| -3% | -$98.3K | 0.96% | 28 |
|
|
2021
Q4 | $2.53M | Buy |
40,539
+1,083
| +3% | +$67.5K | 0.79% | 35 |
|
|
2021
Q3 | $2.34M | Sell |
39,456
-196
| -0.5% | -$11.6K | 0.79% | 35 |
|
|
2021
Q2 | $2.65M | Sell |
39,652
-869
| -2% | -$58.1K | 0.9% | 29 |
|
|
2021
Q1 | $2.56M | Buy |
40,521
+1,198
| +3% | +$75.6K | 0.92% | 29 |
|
|
2020
Q4 | $2.44M | Sell |
39,323
-150
| -0.4% | -$9.3K | 0.97% | 27 |
|
|
2020
Q3 | $2.38M | Sell |
39,473
-410
| -1% | -$24.7K | 1.08% | 25 |
|
|
2020
Q2 | $2.35M | Sell |
39,883
-737
| -2% | -$43.3K | 1.12% | 23 |
|
|
2020
Q1 | $2.26M | Sell |
40,620
-113
| -0.3% | -$6.3K | 1.3% | 21 |
|
|
2019
Q4 | $2.62M | Buy |
40,733
+2,969
| +8% | +$191K | 1.13% | 26 |
|
|
2019
Q3 | $1.92M | Sell |
37,764
-516
| -1% | -$26.2K | 0.94% | 33 |
|
|
2019
Q2 | $1.75M | Buy |
38,280
+2,190
| +6% | +$100K | 0.89% | 36 |
|
|
2019
Q1 | $1.72M | Sell |
36,090
-2,003
| -5% | -$95.6K | 0.9% | 36 |
|
|
2018
Q4 | $1.98M | Buy |
38,093
+986
| +3% | +$51.3K | 1.17% | 27 |
|
|
2018
Q3 | $2.3M | Sell |
37,107
-369
| -1% | -$22.9K | 1.22% | 25 |
|
|
2018
Q2 | $2.07M | Buy |
37,476
+42
| +0.1% | +$2.32K | 1.16% | 29 |
|
|
2018
Q1 | $2.37M | Sell |
37,434
-565
| -1% | -$35.7K | 1.36% | 19 |
|
|
2017
Q4 | $2.33M | Sell |
37,999
-1,685
| -4% | -$103K | 1.33% | 21 |
|
|
2017
Q3 | $2.53M | Buy |
39,684
+435
| +1% | +$27.7K | 1.5% | 18 |
|
|
2017
Q2 | $2.19M | Buy |
39,249
+190
| +0.5% | +$10.6K | 1.45% | 25 |
|
|
2017
Q1 | $2.12M | Buy |
39,059
+1,190
| +3% | +$64.7K | 1.36% | 25 |
|
|
2016
Q4 | $2.21M | Buy |
37,869
+14,015
| +59% | +$819K | 1.48% | 20 |
|
|
2016
Q3 | $1.29M | Buy |
23,854
+10,565
| +80% | +$570K | 0.89% | 39 |
|
|
2016
Q2 | $977K | Sell |
13,289
-262
| -2% | -$19.3K | 0.73% | 47 |
|
|
2016
Q1 | $866K | Sell |
13,551
-840
| -6% | -$53.7K | 0.56% | 57 |
|
|
2015
Q4 | $990K | Buy |
14,391
+1,592
| +12% | +$110K | 0.66% | 45 |
|
|
2015
Q3 | $758K | Sell |
12,799
-1,022
| -7% | -$60.5K | 0.57% | 59 |
|
|
2015
Q2 | $920K | Hold |
13,821
| – | – | 0.65% | 54 |
|
|
2015
Q1 | $891K | Sell |
13,821
-2,238
| -14% | -$144K | 0.62% | 54 |
|
|
2014
Q4 | $948K | Hold |
16,059
| – | – | 0.67% | 47 |
|
|
2014
Q3 | $822K | Hold |
16,059
| – | – | 0.63% | 60 |
|
|
2014
Q2 | $779K | Buy |
16,059
+2,645
| +20% | +$128K | 0.6% | 62 |
|
|
2014
Q1 | $553K | Sell |
13,414
-2,778
| -17% | -$115K | 0.5% | 65 |
|
|
2013
Q4 | $861K | Buy |
16,192
+133
| +0.8% | +$7.07K | 0.7% | 53 |
|
|
2013
Q3 | $743K | Buy |
16,059
+100
| +0.6% | +$4.63K | 0.65% | 57 |
|
|
2013
Q2 | $713K | Buy |
+15,959
| New | +$713K | 0.53% | 59 |
|