WKSWA
White Knight Strategic Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,376
| Closed | -$248K | – | 78 |
|
|
2024
Q4 | $248K | Sell |
4,376
-2,572
| -37% | -$145K | 0.1% | 104 |
|
|
2024
Q3 | $359K | Buy |
6,948
+20
| +0.3% | +$1.04K | 0.33% | 55 |
|
|
2024
Q2 | $288K | Buy |
+6,928
| New | +$288K | 0.29% | 60 |
|
|
2022
Q3 | – | Sell |
-7,347
| Closed | -$566K | – | 64 |
|
|
2022
Q2 | $566K | Sell |
7,347
-802
| -10% | -$61.8K | 0.78% | 32 |
|
|
2022
Q1 | $595K | Sell |
8,149
-1,440
| -15% | -$105K | 0.64% | 36 |
|
|
2021
Q4 | $598K | Buy |
+9,589
| New | +$598K | 0.63% | 37 |
|