WA
WealthTrust Axiom’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
121,999
-4,015
| -3% | -$186K | 1.66% | 14 |
|
|
2025
Q1 | $7.69M | Sell |
126,014
-878
| -0.7% | -$53.5K | 2.34% | 8 |
|
|
2024
Q4 | $7.18M | Buy |
126,892
+793
| +0.6% | +$44.9K | 2.14% | 8 |
|
|
2024
Q3 | $6.52M | Sell |
126,099
-154
| -0.1% | -$7.97K | 1.93% | 8 |
|
|
2024
Q2 | $5.24M | Buy |
126,253
+14,292
| +13% | +$594K | 1.74% | 10 |
|
|
2024
Q1 | $6.07M | Sell |
111,961
-974
| -0.9% | -$52.8K | 1.96% | 8 |
|
|
2023
Q4 | $5.79M | Sell |
112,935
-389
| -0.3% | -$20K | 1.94% | 11 |
|
|
2023
Q3 | $6.58M | Sell |
113,324
-2,389
| -2% | -$139K | 2.37% | 8 |
|
|
2023
Q2 | $7.4M | Sell |
115,713
-222
| -0.2% | -$14.2K | 2.45% | 6 |
|
|
2023
Q1 | $8.04M | Sell |
115,935
-474
| -0.4% | -$32.9K | 2.74% | 6 |
|
|
2022
Q4 | $8.38M | Sell |
116,409
-624
| -0.5% | -$44.9K | 2.92% | 5 |
|
|
2022
Q3 | $8.32M | Sell |
117,033
-309
| -0.3% | -$22K | 3.17% | 4 |
|
|
2022
Q2 | $9.04M | Sell |
117,342
-709
| -0.6% | -$54.6K | 3.22% | 2 |
|
|
2022
Q1 | $8.62M | Sell |
118,051
-407
| -0.3% | -$29.7K | 2.69% | 7 |
|
|
2021
Q4 | $7.39M | Buy |
118,458
+11,850
| +11% | +$739K | 2.36% | 8 |
|
|
2021
Q3 | $6.31M | Sell |
106,608
-2,135
| -2% | -$126K | 2.14% | 10 |
|
|
2021
Q2 | $7.27M | Sell |
108,743
-845
| -0.8% | -$56.5K | 2.33% | 7 |
|
|
2021
Q1 | $6.92M | Sell |
109,588
-2,864
| -3% | -$181K | 2.34% | 8 |
|
|
2020
Q4 | $6.98M | Sell |
112,452
-313
| -0.3% | -$19.4K | 2.53% | 6 |
|
|
2020
Q3 | $6.8M | Sell |
112,765
-1,513
| -1% | -$91.2K | 2.93% | 6 |
|
|
2020
Q2 | $6.72M | Sell |
114,278
-3,738
| -3% | -$220K | 2.96% | 5 |
|
|
2020
Q1 | $6.58M | Sell |
118,016
-4,822
| -4% | -$269K | 3.23% | 4 |
|
|
2019
Q4 | $7.88M | Sell |
122,838
-2,420
| -2% | -$155K | 2.64% | 6 |
|
|
2019
Q3 | $6.35M | Sell |
125,258
-3,826
| -3% | -$194K | 2.24% | 8 |
|
|
2019
Q2 | $5.85M | Buy |
129,084
+3,411
| +3% | +$155K | 2.03% | 7 |
|
|
2019
Q1 | $6M | Sell |
125,673
-1,287
| -1% | -$61.4K | 2.13% | 8 |
|
|
2018
Q4 | $6.6M | Buy |
126,960
+2,146
| +2% | +$112K | 2.7% | 6 |
|
|
2018
Q3 | $7.75M | Buy |
124,814
+757
| +0.6% | +$47K | 2.61% | 6 |
|
|
2018
Q2 | $6.87M | Sell |
124,057
-2,193
| -2% | -$121K | 2.42% | 6 |
|
|
2018
Q1 | $7.99M | Sell |
126,250
-64
| -0.1% | -$4.05K | 2.91% | 4 |
|
|
2017
Q4 | $7.74M | Sell |
126,314
-895
| -0.7% | -$54.8K | 2.88% | 4 |
|
|
2017
Q3 | $8.11M | Sell |
127,209
-1,700
| -1% | -$108K | 3.08% | 2 |
|
|
2017
Q2 | $7.18M | Buy |
128,909
+206
| +0.2% | +$11.5K | 2.7% | 3 |
|
|
2017
Q1 | $7M | Sell |
128,703
-2,591
| -2% | -$141K | 2.56% | 3 |
|
|
2016
Q4 | $7.67M | Buy |
131,294
+1,716
| +1% | +$100K | 2.79% | 2 |
|
|
2016
Q3 | $6.99M | Sell |
129,578
-999
| -0.8% | -$53.9K | 2.61% | 3 |
|
|
2016
Q2 | $9.6M | Sell |
130,577
-1,436
| -1% | -$106K | 3.69% | 1 |
|
|
2016
Q1 | $8.43M | Buy |
132,013
+71
| +0.1% | +$4.54K | 3.33% | 2 |
|
|
2015
Q4 | $9.08M | Sell |
131,942
-2,230
| -2% | -$153K | 3.6% | 2 |
|
|
2015
Q3 | $7.94M | Sell |
134,172
-31,104
| -19% | -$1.84M | 3.3% | 2 |
|
|
2015
Q2 | $11M | Sell |
165,276
-3,716
| -2% | -$247K | 4.06% | 1 |
|
|
2015
Q1 | $10.9M | Sell |
168,992
-7,029
| -4% | -$453K | 3.89% | 1 |
|
|
2014
Q4 | $10.4M | Sell |
176,021
-2,559
| -1% | -$151K | 3.7% | 1 |
|
|
2014
Q3 | $9.14M | Sell |
178,580
-591
| -0.3% | -$30.2K | 3.24% | 3 |
|
|
2014
Q2 | $8.69M | Sell |
179,171
-10,468
| -6% | -$508K | 2.94% | 5 |
|
|
2014
Q1 | $9.85M | Sell |
189,639
-53,583
| -22% | -$2.78M | 3.55% | 3 |
|
|
2013
Q4 | $12.9M | Sell |
243,222
-1,146
| -0.5% | -$60.9K | 4.98% | 1 |
|
|
2013
Q3 | $11.3M | Sell |
244,368
-1,828
| -0.7% | -$84.6K | 4.66% | 3 |
|
|
2013
Q2 | $11M | Buy |
+246,196
| New | +$11M | 4.73% | 2 |
|