Wealth Management Associates’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 | $228K | Buy |
4,927
+7
| +0.1% | +$324 | 0.09% | 197 |
|
|
2025
Q1 | $300K | Sell |
4,920
-43
| -0.9% | -$2.62K | 0.13% | 157 |
|
|
2024
Q4 | $281K | Buy |
+4,963
| New | +$281K | 0.12% | 159 |
|
|
2023
Q4 | – | Sell |
-3,869
| Closed | -$225K | – | 203 |
|
|
2023
Q3 | $225K | Buy |
3,869
+53
| +1% | +$3.08K | 0.13% | 163 |
|
|
2023
Q2 | $244K | Sell |
3,816
-79
| -2% | -$5.05K | 0.14% | 156 |
|
|
2023
Q1 | $270K | Buy |
3,895
+493
| +14% | +$34.2K | 0.17% | 144 |
|
|
2022
Q4 | $245K | Sell |
3,402
-56
| -2% | -$4.03K | 0.16% | 152 |
|
|
2022
Q3 | $246K | Buy |
3,458
+4
| +0.1% | +$284 | 0.17% | 143 |
|
|
2022
Q2 | $266K | Buy |
3,454
+4
| +0.1% | +$308 | 0.18% | 138 |
|
|
2022
Q1 | $252K | Buy |
3,450
+5
| +0.1% | +$365 | 0.14% | 162 |
|
|
2021
Q4 | $215K | Sell |
3,445
-373
| -10% | -$23.3K | 0.12% | 183 |
|
|
2021
Q3 | $226K | Sell |
3,818
-5,264
| -58% | -$311K | 0.13% | 172 |
|
|
2021
Q2 | $607K | Buy |
9,082
+1,122
| +14% | +$75K | 0.34% | 69 |
|
|
2021
Q1 | $503K | Buy |
7,960
+379
| +5% | +$23.9K | 0.32% | 77 |
|
|
2020
Q4 | $470K | Buy |
7,581
+246
| +3% | +$15.3K | 0.31% | 82 |
|
|
2020
Q3 | $442K | Sell |
7,335
-142
| -2% | -$8.56K | 0.34% | 69 |
|
|
2020
Q2 | $440K | Buy |
7,477
+2
| +0% | +$118 | 0.37% | 64 |
|
|
2020
Q1 | $417K | Buy |
7,475
+102
| +1% | +$5.69K | 0.42% | 56 |
|
|
2019
Q4 | $473K | Sell |
7,373
-98
| -1% | -$6.29K | 0.34% | 73 |
|
|
2019
Q3 | $379K | Buy |
+7,471
| New | +$379K | 0.3% | 80 |
|