Glass Jacobson Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67K | Sell |
144
-366
| -72% | -$16.9K | ﹤0.01% | 457 |
|
|
2025
Q1 | $28.8K | Hold |
510
| – | – | 0.01% | 458 |
|
|
2024
Q4 | $28.8K | Sell |
510
-201
| -28% | -$11.4K | 0.01% | 458 |
|
|
2024
Q3 | $36.8K | Sell |
711
-4
| -0.6% | -$207 | 0.01% | 410 |
|
|
2024
Q2 | $29.7K | Hold |
715
| – | – | 0.01% | 423 |
|
|
2024
Q1 | $38.8K | Hold |
715
| – | – | 0.01% | 384 |
|
|
2023
Q4 | $36.7K | Hold |
715
| – | – | 0.02% | 369 |
|
|
2023
Q3 | $41.5K | Hold |
715
| – | – | 0.02% | 338 |
|
|
2023
Q2 | $45.7K | Buy |
+715
| New | +$45.7K | 0.02% | 338 |
|
|
2022
Q4 | $55K | Buy |
+765
| New | +$55K | 0.03% | 332 |
|