VA
Valmark Advisers’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
6,887
+2,650
| +63% | +$123K | ﹤0.01% | 531 |
|
|
2025
Q1 | $258K | Sell |
4,237
-298
| -7% | -$18.2K | ﹤0.01% | 547 |
|
|
2024
Q4 | $257K | Buy |
4,535
+312
| +7% | +$17.6K | ﹤0.01% | 539 |
|
|
2024
Q3 | $218K | Buy |
+4,223
| New | +$218K | ﹤0.01% | 563 |
|
|
2024
Q2 | – | Sell |
-4,374
| Closed | -$237K | – | 559 |
|
|
2024
Q1 | $237K | Buy |
+4,374
| New | +$237K | ﹤0.01% | 490 |
|
|
2023
Q4 | – | Sell |
-4,219
| Closed | -$245K | – | 497 |
|
|
2023
Q3 | $245K | Sell |
4,219
-155
| -4% | -$9K | 0.01% | 426 |
|
|
2023
Q2 | $280K | Sell |
4,374
-888
| -17% | -$56.8K | 0.01% | 411 |
|
|
2023
Q1 | $365K | Buy |
5,262
+1,231
| +31% | +$85.3K | 0.01% | 360 |
|
|
2022
Q4 | $290K | Sell |
4,031
-316
| -7% | -$22.7K | 0.01% | 374 |
|
|
2022
Q3 | $309K | Buy |
4,347
+642
| +17% | +$45.6K | 0.01% | 344 |
|
|
2022
Q2 | $285K | Buy |
3,705
+22
| +0.6% | +$1.69K | 0.01% | 355 |
|
|
2022
Q1 | $269K | Sell |
3,683
-106
| -3% | -$7.74K | ﹤0.01% | 381 |
|
|
2021
Q4 | $236K | Sell |
3,789
-275
| -7% | -$17.1K | ﹤0.01% | 377 |
|
|
2021
Q3 | $240K | Sell |
4,064
-1,369
| -25% | -$80.8K | ﹤0.01% | 354 |
|
|
2021
Q2 | $363K | Sell |
5,433
-91
| -2% | -$6.08K | 0.01% | 306 |
|
|
2021
Q1 | $349K | Sell |
5,524
-291
| -5% | -$18.4K | 0.01% | 303 |
|
|
2020
Q4 | $361K | Buy |
5,815
+735
| +14% | +$45.6K | 0.01% | 278 |
|
|
2020
Q3 | $306K | Sell |
5,080
-35
| -0.7% | -$2.11K | 0.01% | 230 |
|
|
2020
Q2 | $301K | Sell |
5,115
-269
| -5% | -$15.8K | 0.01% | 216 |
|
|
2020
Q1 | $300K | Sell |
5,384
-8,346
| -61% | -$465K | 0.01% | 177 |
|
|
2019
Q4 | $881K | Buy |
+13,730
| New | +$881K | 0.02% | 106 |
|
|
2018
Q2 | – | Sell |
-3,198
| Closed | -$202K | – | 188 |
|
|
2018
Q1 | $202K | Buy |
+3,198
| New | +$202K | ﹤0.01% | 186 |
|