Wealth Advisors of Iowa’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 | – | Sell |
-3,547
| Closed | -$216K | – | 76 |
|
|
2025
Q1 | $216K | Buy |
+3,547
| New | +$216K | 0.09% | 67 |
|
|
2024
Q4 | – | Sell |
-5,143
| Closed | -$266K | – | 66 |
|
|
2024
Q3 | $266K | Buy |
5,143
+31
| +0.6% | +$1.6K | 0.14% | 52 |
|
|
2024
Q2 | $212K | Sell |
5,112
-1,200
| -19% | -$49.8K | 0.12% | 49 |
|
|
2024
Q1 | $342K | Sell |
6,312
-525
| -8% | -$28.5K | 0.21% | 41 |
|
|
2023
Q4 | $351K | Buy |
6,837
+42
| +0.6% | +$2.16K | 0.24% | 37 |
|
|
2023
Q3 | $394K | Buy |
6,795
+35
| +0.5% | +$2.03K | 0.28% | 32 |
|
|
2023
Q2 | $432K | Buy |
6,760
+31
| +0.5% | +$1.98K | 0.31% | 28 |
|
|
2023
Q1 | $466K | Sell |
6,729
-570
| -8% | -$39.5K | 0.36% | 26 |
|
|
2022
Q4 | $525K | Buy |
7,299
+626
| +9% | +$45K | 0.43% | 27 |
|
|
2022
Q3 | $475K | Sell |
6,673
-9,154
| -58% | -$652K | 0.44% | 23 |
|
|
2022
Q2 | $1.2M | Buy |
15,827
+10,612
| +203% | +$804K | 0.21% | 36 |
|
|
2022
Q1 | $381K | Buy |
5,215
+1,669
| +47% | +$122K | 0.19% | 41 |
|
|
2021
Q4 | $221K | Sell |
3,546
-1,627
| -31% | -$101K | 0.12% | 56 |
|
|
2021
Q3 | $306K | Buy |
5,173
+16
| +0.3% | +$946 | 0.17% | 43 |
|
|
2021
Q2 | $345K | Buy |
5,157
+17
| +0.3% | +$1.14K | 0.18% | 36 |
|
|
2021
Q1 | $324K | Buy |
5,140
+18
| +0.4% | +$1.14K | 0.18% | 39 |
|
|
2020
Q4 | $318K | Hold |
5,122
| – | – | 0.2% | 32 |
|
|
2020
Q3 | $309K | Hold |
5,122
| – | – | 0.21% | 22 |
|
|
2020
Q2 | $301K | Hold |
5,122
| – | – | 0.23% | 24 |
|
|
2020
Q1 | $286K | Buy |
+5,122
| New | +$286K | 0.23% | 21 |
|