J.W. Coons 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 | $904K | Hold |
19,520
| – | – | 0.2% | 108 |
|
|
2025
Q1 | $1.19M | Buy |
19,520
+800
| +4% | +$48.8K | 0.31% | 78 |
|
|
2024
Q4 | $1.06M | Sell |
18,720
-100
| -0.5% | -$5.66K | 0.27% | 83 |
|
|
2024
Q3 | $974K | Hold |
18,820
| – | – | 0.24% | 95 |
|
|
2024
Q2 | $782K | Sell |
18,820
-2,500
| -12% | -$104K | 0.19% | 107 |
|
|
2024
Q1 | $1.16M | Hold |
21,320
| – | – | 0.26% | 79 |
|
|
2023
Q4 | $1.09M | Sell |
21,320
-1,000
| -4% | -$51.3K | 0.3% | 83 |
|
|
2023
Q3 | $1.3M | Sell |
22,320
-945
| -4% | -$54.8K | 0.37% | 65 |
|
|
2023
Q2 | $1.49M | Hold |
23,265
| – | – | 0.41% | 57 |
|
|
2023
Q1 | $1.61M | Hold |
23,265
| – | – | 0.46% | 54 |
|
|
2022
Q4 | $1.67M | Buy |
23,265
+3,700
| +19% | +$266K | 0.5% | 52 |
|
|
2022
Q3 | $1.39M | Buy |
19,565
+445
| +2% | +$31.6K | 0.53% | 58 |
|
|
2022
Q2 | $1.48M | Sell |
19,120
-1,535
| -7% | -$119K | 0.52% | 55 |
|
|
2022
Q1 | $1.51M | Sell |
20,655
-2,380
| -10% | -$174K | 0.45% | 58 |
|
|
2021
Q4 | $1.43M | Sell |
23,035
-235
| -1% | -$14.6K | 0.43% | 63 |
|
|
2021
Q3 | $1.38M | Sell |
23,270
-101
| -0.4% | -$5.99K | 0.47% | 62 |
|
|
2021
Q2 | $1.56M | Buy |
23,371
+600
| +3% | +$40.1K | 0.55% | 55 |
|
|
2021
Q1 | $1.44M | Buy |
22,771
+260
| +1% | +$16.4K | 0.52% | 58 |
|
|
2020
Q4 | $1.4M | Buy |
22,511
+460
| +2% | +$28.5K | 0.53% | 55 |
|
|
2020
Q3 | $1.33M | Buy |
22,051
+2,778
| +14% | +$167K | 0.55% | 52 |
|
|
2020
Q2 | $1.14M | Hold |
19,273
| – | – | 0.5% | 59 |
|
|
2020
Q1 | $1.08M | Buy |
+19,273
| New | +$1.08M | 0.57% | 53 |
|