Carlton Hofferkamp & Jenks Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $531K | Hold |
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|
2022
Q3 | $529K | Hold |
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|
2022
Q2 | $552K | Hold |
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|
2022
Q1 | $570K | Hold |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $461K | Buy |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $438K | Buy |
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|
2020
Q2 | $379K | Hold |
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|
2020
Q1 | $394K | Sell |
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|
2019
Q4 | $510K | Buy |
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|
2019
Q3 | $386K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $552K | Hold |
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|
2018
Q2 | $488K | Hold |
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|
2018
Q1 | $556K | Hold |
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|
2017
Q4 | $545K | Hold |
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|
2017
Q3 | $567K | Hold |
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|
2017
Q2 | $495K | Buy |
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|
2017
Q1 | $429K | Hold |
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|
2016
Q4 | $461K | Buy |
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|
2016
Q3 | $328K | Buy |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $1.77M | Buy |
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|
2015
Q4 | $1.81M | Sell |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $1.72M | Sell |
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|
2014
Q4 | $1.57M | Buy |
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|
2014
Q3 | $1.31M | Buy |
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|
2014
Q2 | $1.2M | Buy |
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|
2014
Q1 | $830K | Buy |
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|
2013
Q4 | $793K | Sell |
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|
2013
Q3 | $856K | Buy |
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|
2013
Q2 | $819K | Buy |
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