J.W. Cole 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 | $3.26M | Buy |
70,431
+8,580
| +14% | +$397K | 0.07% | 274 |
|
|
2025
Q1 | $3.77M | Buy |
61,851
+41,730
| +207% | +$2.55M | 0.12% | 180 |
|
|
2024
Q4 | $1.14M | Buy |
20,121
+259
| +1% | +$14.6K | 0.05% | 381 |
|
|
2024
Q3 | $1.03M | Sell |
19,862
-4,145
| -17% | -$214K | 0.04% | 387 |
|
|
2024
Q2 | $997K | Sell |
24,007
-6,622
| -22% | -$275K | 0.05% | 356 |
|
|
2024
Q1 | $1.65M | Sell |
30,629
-1,202
| -4% | -$64.9K | 0.08% | 244 |
|
|
2023
Q4 | $1.63M | Buy |
31,831
+2,773
| +10% | +$142K | 0.1% | 224 |
|
|
2023
Q3 | $1.69M | Buy |
29,058
+2,468
| +9% | +$143K | 0.12% | 182 |
|
|
2023
Q2 | $1.7M | Sell |
26,590
-2,121
| -7% | -$136K | 0.12% | 187 |
|
|
2023
Q1 | $1.99M | Buy |
28,711
+686
| +2% | +$47.5K | 0.14% | 168 |
|
|
2022
Q4 | $2.02M | Buy |
28,025
+881
| +3% | +$63.4K | 0.16% | 156 |
|
|
2022
Q3 | $1.93M | Sell |
27,144
-84
| -0.3% | -$5.97K | 0.16% | 152 |
|
|
2022
Q2 | $2.1M | Buy |
27,228
+1,883
| +7% | +$145K | 0.17% | 151 |
|
|
2022
Q1 | $1.85M | Sell |
25,345
-5,471
| -18% | -$400K | 0.12% | 190 |
|
|
2021
Q4 | $1.92M | Sell |
30,816
-575
| -2% | -$35.8K | 0.13% | 186 |
|
|
2021
Q3 | $1.86M | Buy |
31,391
+4,464
| +17% | +$264K | 0.13% | 107 |
|
|
2021
Q2 | $1.8M | Sell |
26,927
-4,308
| -14% | -$288K | 0.14% | 172 |
|
|
2021
Q1 | $1.97M | Sell |
31,235
-1,212
| -4% | -$76.5K | 0.19% | 128 |
|
|
2020
Q4 | $2.01M | Sell |
32,447
-56,075
| -63% | -$3.48M | 0.21% | 114 |
|
|
2020
Q3 | $5.34M | Buy |
88,522
+61,421
| +227% | +$3.7M | 0.41% | 55 |
|
|
2020
Q2 | $1.59M | Buy |
+27,101
| New | +$1.59M | 0.24% | 118 |
|
|
2020
Q1 | – | Sell |
-40,725
| Closed | -$2.61M | – | 149 |
|
|
2019
Q4 | $2.61M | Buy |
+40,725
| New | +$2.61M | 0.33% | 76 |
|