W Advisors LLC’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
17,677
-764
| -4% | -$35.4K | 0.47% | 49 |
|
|
2025
Q1 | $1.12M | Sell |
18,441
-143
| -0.8% | -$8.72K | 0.7% | 35 |
|
|
2024
Q4 | $1.05M | Sell |
18,584
-251
| -1% | -$14.2K | 0.65% | 37 |
|
|
2024
Q3 | $975K | Sell |
18,835
-1,151
| -6% | -$59.6K | 0.6% | 40 |
|
|
2024
Q2 | $830K | Buy |
19,986
+176
| +0.9% | +$7.31K | 0.54% | 43 |
|
|
2024
Q1 | $1.07M | Buy |
19,810
+73
| +0.4% | +$3.96K | 0.74% | 35 |
|
|
2023
Q4 | $1.01M | Buy |
19,737
+141
| +0.7% | +$7.24K | 0.75% | 32 |
|
|
2023
Q3 | $1.14M | Sell |
19,596
-2,157
| -10% | -$125K | 0.93% | 28 |
|
|
2023
Q2 | $1.39M | Buy |
21,753
+103
| +0.5% | +$6.59K | 1.09% | 24 |
|
|
2023
Q1 | $1.5M | Buy |
21,650
+35
| +0.2% | +$2.43K | 1.24% | 22 |
|
|
2022
Q4 | $1.56M | Sell |
21,615
-2,442
| -10% | -$176K | 1.3% | 20 |
|
|
2022
Q3 | $1.71M | Sell |
24,057
-213
| -0.9% | -$15.1K | 1.59% | 17 |
|
|
2022
Q2 | $1.87M | Buy |
24,270
+138
| +0.6% | +$10.6K | 1.62% | 16 |
|
|
2022
Q1 | $1.76M | Buy |
24,132
+1,036
| +4% | +$75.6K | 1.33% | 21 |
|
|
2021
Q4 | $1.44M | Buy |
+23,096
| New | +$1.44M | 1.07% | 24 |
|