Jackson Grant Investment Advisers’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
Q3 | $318K | Buy |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $416K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $395K | Buy |
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|
2018
Q2 | $349K | Buy |
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|
2018
Q1 | $396K | Buy |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $420K | Buy |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $235K | Sell |
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|
2016
Q3 | $226K | Buy |
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|
2016
Q2 | $173K | Buy |
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|
2016
Q1 | $150K | Buy |
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|
2015
Q4 | $160K | Buy |
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