VWA
Visionary Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,050
| Closed | -$251K | – | 535 |
|
|
2024
Q2 | $251K | Sell |
6,050
-2,401
| -28% | -$99.7K | 0.02% | 445 |
|
|
2024
Q1 | $458K | Buy |
8,451
+581
| +7% | +$31.5K | 0.03% | 336 |
|
|
2023
Q4 | $404K | Sell |
7,870
-499
| -6% | -$25.6K | 0.03% | 352 |
|
|
2023
Q3 | $486K | Sell |
8,369
-547
| -6% | -$31.7K | 0.04% | 306 |
|
|
2023
Q2 | $570K | Sell |
8,916
-536
| -6% | -$34.3K | 0.05% | 273 |
|
|
2023
Q1 | $655K | Buy |
9,452
+1,676
| +22% | +$116K | 0.06% | 248 |
|
|
2022
Q4 | $560K | Buy |
7,776
+637
| +9% | +$45.9K | 0.05% | 224 |
|
|
2022
Q3 | $507K | Sell |
7,139
-50
| -0.7% | -$3.55K | 0.05% | 224 |
|
|
2022
Q2 | $554K | Sell |
7,189
-1,322
| -16% | -$102K | 0.05% | 228 |
|
|
2022
Q1 | $622K | Sell |
8,511
-1,630
| -16% | -$119K | 0.05% | 227 |
|
|
2021
Q4 | $632K | Buy |
10,141
+2,514
| +33% | +$157K | 0.05% | 207 |
|
|
2021
Q3 | $451K | Buy |
7,627
+99
| +1% | +$5.85K | 0.05% | 201 |
|
|
2021
Q2 | $503K | Buy |
7,528
+1,583
| +27% | +$106K | 0.05% | 202 |
|
|
2021
Q1 | $375K | Buy |
5,945
+386
| +7% | +$24.3K | 0.04% | 222 |
|
|
2020
Q4 | $345K | Buy |
5,559
+145
| +3% | +$9K | 0.04% | 219 |
|
|
2020
Q3 | $326K | Buy |
5,414
+805
| +17% | +$48.5K | 0.05% | 185 |
|
|
2020
Q2 | $271K | Buy |
4,609
+804
| +21% | +$47.3K | 0.04% | 183 |
|
|
2020
Q1 | $212K | Sell |
3,805
-249
| -6% | -$13.9K | 0.04% | 185 |
|
|
2019
Q4 | $261K | Buy |
+4,054
| New | +$261K | 0.05% | 177 |
|