Wealth Enhancement Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
888,182
+337,569
| +61% | +$15.8M | 0.07% | 258 |
|
|
2025
Q1 | $33.6M | Buy |
550,613
+80,087
| +17% | +$4.88M | 0.06% | 278 |
|
|
2024
Q4 | $26.6M | Buy |
470,526
+120,192
| +34% | +$6.8M | 0.05% | 312 |
|
|
2024
Q3 | $18.1M | Sell |
350,334
-59,666
| -15% | -$3.09M | 0.04% | 369 |
|
|
2024
Q2 | $17M | Sell |
410,000
-51,514
| -11% | -$2.14M | 0.04% | 361 |
|
|
2024
Q1 | $25M | Buy |
461,514
+74,486
| +19% | +$4.04M | 0.06% | 277 |
|
|
2023
Q4 | $19.9M | Sell |
387,028
-68,850
| -15% | -$3.53M | 0.06% | 301 |
|
|
2023
Q3 | $26.5M | Buy |
455,878
+362,065
| +386% | +$21M | 0.09% | 224 |
|
|
2023
Q2 | $6M | Sell |
93,813
-2,136
| -2% | -$137K | 0.06% | 112 |
|
|
2023
Q1 | $6.65M | Buy |
+95,949
| New | +$6.65M | 0.08% | 116 |
|
|
2020
Q4 | – | Sell |
-63,110
| Closed | -$3.9M | – | 219 |
|
|
2020
Q3 | $3.9M | Buy |
+63,110
| New | +$3.9M | 0.1% | 72 |
|
|
2020
Q2 | – | Sell |
-3,770
| Closed | -$234K | – | 216 |
|
|
2020
Q1 | $234K | Sell |
3,770
-30
| -0.8% | -$1.86K | 0.01% | 207 |
|
|
2019
Q4 | $242K | Buy |
+3,800
| New | +$242K | 0.01% | 200 |
|
|
2018
Q1 | – | Sell |
-7,292
| Closed | -$458K | – | 145 |
|
|
2017
Q4 | $458K | Buy |
+7,292
| New | +$458K | 0.03% | 128 |
|
|
2017
Q3 | – | Sell |
-20,715
| Closed | -$1.15M | – | 145 |
|
|
2017
Q2 | $1.15M | Buy |
+20,715
| New | +$1.15M | 0.11% | 86 |
|