WWA
WCG Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,356
| Closed | -$779K | – | 279 |
|
|
2024
Q1 | $779K | Buy |
14,356
+980
| +7% | +$53.2K | 0.07% | 200 |
|
|
2023
Q4 | $686K | Sell |
13,376
-379
| -3% | -$19.4K | 0.05% | 225 |
|
|
2023
Q3 | $887K | Sell |
13,755
-12,910
| -48% | -$833K | 0.07% | 207 |
|
|
2023
Q2 | $1.71M | Buy |
26,665
+182
| +0.7% | +$11.6K | 0.2% | 87 |
|
|
2023
Q1 | $1.84M | Buy |
26,483
+854
| +3% | +$59.2K | 0.24% | 82 |
|
|
2022
Q4 | $1.84M | Buy |
25,629
+21,315
| +494% | +$1.53M | 0.25% | 75 |
|
|
2022
Q3 | $1.76M | Sell |
4,314
-17,849
| -81% | -$7.26M | 0.23% | 85 |
|
|
2022
Q2 | $1.71M | Buy |
+22,163
| New | +$1.71M | 0.24% | 78 |
|