XWM
Xcel Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Sell |
20,744
-988
| -5% | -$45.7K | 0.27% | 68 |
|
|
2025
Q1 | $1.33M | Buy |
21,732
+6,913
| +47% | +$422K | 0.41% | 53 |
|
|
2024
Q4 | $838K | Buy |
14,819
+7,029
| +90% | +$398K | 0.23% | 66 |
|
|
2024
Q3 | $403K | Hold |
7,790
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $324K | Sell |
7,790
-2,665
| -25% | -$111K | 0.1% | 94 |
|
|
2024
Q1 | $567K | Sell |
10,455
-1,515
| -13% | -$82.2K | 0.18% | 77 |
|
|
2023
Q4 | $614K | Sell |
11,970
-3,195
| -21% | -$164K | 0.22% | 72 |
|
|
2023
Q3 | $880K | Sell |
15,165
-14,471
| -49% | -$840K | 0.35% | 56 |
|
|
2023
Q2 | $1.9M | Sell |
29,636
-513
| -2% | -$32.8K | 0.6% | 47 |
|
|
2023
Q1 | $2.09M | Sell |
30,149
-227
| -0.7% | -$15.7K | 0.74% | 40 |
|
|
2022
Q4 | $2.19M | Sell |
30,376
-2,450
| -7% | -$176K | 0.86% | 34 |
|
|
2022
Q3 | $2.33M | Sell |
32,826
-9,185
| -22% | -$653K | 0.87% | 38 |
|
|
2022
Q2 | $3.24M | Sell |
42,011
-42,609
| -50% | -$3.28M | 1.18% | 27 |
|
|
2022
Q1 | $6.18M | Sell |
84,620
-90,290
| -52% | -$6.59M | 1.69% | 18 |
|
|
2021
Q4 | $10.9M | Buy |
174,910
+10,291
| +6% | +$642K | 2.8% | 5 |
|
|
2021
Q3 | $9.74M | Buy |
164,619
+26,623
| +19% | +$1.58M | 2.82% | 7 |
|
|
2021
Q2 | $9.22M | Sell |
137,996
-14,995
| -10% | -$1M | 2.78% | 7 |
|
|
2021
Q1 | $9.66M | Buy |
152,991
+34,645
| +29% | +$2.19M | 3.44% | 4 |
|
|
2020
Q4 | $7.34M | Buy |
118,346
+1,460
| +1% | +$90.6K | 3.17% | 7 |
|
|
2020
Q3 | $7.05M | Buy |
116,886
+16,215
| +16% | +$978K | 3.62% | 6 |
|
|
2020
Q2 | $5.92M | Buy |
100,671
+24,612
| +32% | +$1.45M | 3.67% | 6 |
|
|
2020
Q1 | $4.24M | Buy |
76,059
+56,648
| +292% | +$3.16M | 3.82% | 5 |
|
|
2019
Q4 | $1.25M | Buy |
+19,411
| New | +$1.25M | 1.03% | 31 |
|