WAOTB
Wealth Advisors of Tampa Bay’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
74,066
+4,260
| +6% | +$197K | 1.29% | 33 |
|
|
2025
Q1 | $4.26M | Sell |
69,806
-1,972
| -3% | -$120K | 1.73% | 21 |
|
|
2024
Q4 | $4.06M | Buy |
71,778
+306
| +0.4% | +$17.3K | 1.74% | 22 |
|
|
2024
Q3 | $3.7M | Sell |
71,472
-290
| -0.4% | -$15K | 1.54% | 27 |
|
|
2024
Q2 | $2.98M | Buy |
71,762
+4,280
| +6% | +$178K | 1.39% | 29 |
|
|
2024
Q1 | $3.66M | Buy |
67,482
+5,315
| +9% | +$288K | 1.74% | 24 |
|
|
2023
Q4 | $3.19M | Sell |
62,167
-66,151
| -52% | -$3.39M | 1.6% | 27 |
|
|
2023
Q3 | $7.45M | Buy |
128,318
+64,597
| +101% | +$3.75M | 2.05% | 17 |
|
|
2023
Q2 | $4.07M | Sell |
63,721
-30
| -0% | -$1.92K | 2.23% | 13 |
|
|
2023
Q1 | $4.42M | Buy |
63,751
+919
| +1% | +$63.7K | 2.53% | 10 |
|
|
2022
Q4 | $4.52M | Buy |
62,832
+755
| +1% | +$54.3K | 2.8% | 9 |
|
|
2022
Q3 | $4.41M | Sell |
62,077
-60,123
| -49% | -$4.27M | 3.03% | 6 |
|
|
2022
Q2 | $9.41M | Sell |
122,200
-800
| -0.7% | -$61.6K | 2.91% | 5 |
|
|
2022
Q1 | $8.98M | Sell |
123,000
-2,680
| -2% | -$196K | 2.43% | 9 |
|
|
2021
Q4 | $7.84M | Buy |
125,680
+63,116
| +101% | +$3.94M | 1.92% | 13 |
|
|
2021
Q3 | $3.7M | Buy |
62,564
+294
| +0.5% | +$17.4K | 2.05% | 13 |
|
|
2021
Q2 | $4.16M | Buy |
62,270
+202
| +0.3% | +$13.5K | 2.32% | 9 |
|
|
2021
Q1 | $3.92M | Buy |
62,068
+2,479
| +4% | +$156K | 2.32% | 7 |
|
|
2020
Q4 | $3.7M | Sell |
59,589
-285
| -0.5% | -$17.7K | 2.58% | 6 |
|
|
2020
Q3 | $3.61M | Buy |
59,874
+2,844
| +5% | +$171K | 2.68% | 5 |
|
|
2020
Q2 | $3.35M | Sell |
57,030
-528
| -0.9% | -$31K | 2.8% | 5 |
|
|
2020
Q1 | $3.21M | Buy |
57,558
+2,359
| +4% | +$131K | 3.59% | 5 |
|
|
2019
Q4 | $3.54M | Buy |
55,199
+8,194
| +17% | +$526K | 3.26% | 6 |
|
|
2019
Q3 | $2.38M | Sell |
47,005
-6,255
| -12% | -$317K | 1.98% | 23 |
|
|
2019
Q2 | $2.42M | Buy |
53,260
+9,065
| +21% | +$411K | 1.75% | 27 |
|
|
2019
Q1 | $2.11M | Buy |
44,195
+145
| +0.3% | +$6.92K | 1.53% | 29 |
|
|
2018
Q4 | $2.29M | Buy |
+44,050
| New | +$2.29M | 1.86% | 23 |
|