WIA
Westbourne Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
4,377
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $267K | Sell |
4,377
-100
| -2% | -$6.1K | 0.09% | 77 |
|
|
2024
Q4 | $253K | Sell |
4,477
-400
| -8% | -$22.6K | 0.09% | 80 |
|
|
2024
Q3 | $252K | Sell |
4,877
-100
| -2% | -$5.17K | 0.09% | 82 |
|
|
2024
Q2 | $207K | Sell |
4,977
-1,700
| -25% | -$70.7K | 0.08% | 83 |
|
|
2024
Q1 | $362K | Hold |
6,677
| – | – | 0.13% | 73 |
|
|
2023
Q4 | $343K | Sell |
6,677
-100
| -1% | -$5.14K | 0.14% | 73 |
|
|
2023
Q3 | $393K | Buy |
6,777
+100
| +1% | +$5.8K | 0.18% | 69 |
|
|
2023
Q2 | $427K | Hold |
6,677
| – | – | 0.19% | 70 |
|
|
2023
Q1 | $463K | Buy |
6,677
+100
| +2% | +$6.93K | 0.22% | 68 |
|
|
2022
Q4 | $473K | Hold |
6,577
| – | – | 0.24% | 65 |
|
|
2022
Q3 | $468K | Sell |
6,577
-1,183
| -15% | -$84.2K | 0.25% | 66 |
|
|
2022
Q2 | $598K | Hold |
7,760
| – | – | 0.37% | 55 |
|
|
2022
Q1 | $567K | Sell |
7,760
-1,100
| -12% | -$80.4K | 0.23% | 62 |
|
|
2021
Q4 | $552K | Buy |
8,860
+200
| +2% | +$12.5K | 0.22% | 65 |
|
|
2021
Q3 | $512K | Sell |
8,660
-500
| -5% | -$29.6K | 0.23% | 58 |
|
|
2021
Q2 | $612K | Sell |
9,160
-200
| -2% | -$13.4K | 0.28% | 55 |
|
|
2021
Q1 | $591K | Sell |
9,360
-350
| -4% | -$22.1K | 0.29% | 54 |
|
|
2020
Q4 | $602K | Sell |
9,710
-300
| -3% | -$18.6K | 0.35% | 49 |
|
|
2020
Q3 | $604K | Sell |
10,010
-2,210
| -18% | -$133K | 0.69% | 29 |
|
|
2020
Q2 | $719K | Sell |
12,220
-3,020
| -20% | -$178K | 0.89% | 25 |
|
|
2020
Q1 | $849K | Sell |
15,240
-4,835
| -24% | -$269K | 0.78% | 37 |
|
|
2019
Q4 | $1.29M | Sell |
20,075
-2,895
| -13% | -$186K | 0.88% | 33 |
|
|
2019
Q3 | $1.17M | Sell |
22,970
-5,205
| -18% | -$264K | 0.87% | 35 |
|
|
2019
Q2 | $1.28M | Sell |
28,175
-2,850
| -9% | -$129K | 1.04% | 29 |
|
|
2019
Q1 | $1.48M | Sell |
31,025
-11,525
| -27% | -$550K | 1.13% | 26 |
|
|
2018
Q4 | $2.21M | Sell |
42,550
-2,120
| -5% | -$110K | 1.91% | 15 |
|
|
2018
Q3 | $2.77M | Sell |
44,670
-1,655
| -4% | -$103K | 2.01% | 12 |
|
|
2018
Q2 | $2.56M | Buy |
46,325
+3,800
| +9% | +$210K | 2.21% | 12 |
|
|
2018
Q1 | $2.69M | Sell |
42,525
-6,410
| -13% | -$405K | 2.15% | 10 |
|
|
2017
Q4 | $3M | Sell |
48,935
-1,075
| -2% | -$65.9K | 2.28% | 9 |
|
|
2017
Q3 | $3.19M | Sell |
50,010
-640
| -1% | -$40.8K | 2.49% | 8 |
|
|
2017
Q2 | $2.82M | Buy |
50,650
+25
| +0% | +$1.39K | 2.3% | 9 |
|
|
2017
Q1 | $2.75M | Buy |
50,625
+7,290
| +17% | +$396K | 2.27% | 10 |
|
|
2016
Q4 | $2.53M | Buy |
43,335
+4,510
| +12% | +$264K | 2.21% | 12 |
|
|
2016
Q3 | $2.09M | Buy |
38,825
+11,730
| +43% | +$632K | 1.85% | 15 |
|
|
2016
Q2 | $1.99M | Sell |
27,095
-2,145
| -7% | -$158K | 1.8% | 15 |
|
|
2016
Q1 | $1.87M | Sell |
29,240
-200
| -0.7% | -$12.8K | 1.79% | 18 |
|
|
2015
Q4 | $2.03M | Buy |
29,440
+650
| +2% | +$44.7K | 1.96% | 15 |
|
|
2015
Q3 | $1.7M | Buy |
28,790
+1,755
| +6% | +$104K | 1.71% | 19 |
|
|
2015
Q2 | $1.8M | Buy |
+27,035
| New | +$1.8M | 1.64% | 19 |
|