Jackson Grant Investment Advisers’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 | $302K | Buy |
6,534
+14
| +0.2% | +$648 | 0.11% | 86 |
|
|
2025
Q1 | $398K | Buy |
6,520
+7
| +0.1% | +$427 | 0.15% | 75 |
|
|
2024
Q4 | $368K | Buy |
6,513
+416
| +7% | +$23.5K | 0.14% | 77 |
|
|
2024
Q3 | $315K | Buy |
6,097
+11
| +0.2% | +$569 | 0.12% | 84 |
|
|
2024
Q2 | $253K | Buy |
6,086
+271
| +5% | +$11.3K | 0.1% | 92 |
|
|
2024
Q1 | $315K | Buy |
5,815
+8
| +0.1% | +$434 | 0.13% | 84 |
|
|
2023
Q4 | $298K | Sell |
5,807
-742
| -11% | -$38.1K | 0.13% | 83 |
|
|
2023
Q3 | $380K | Sell |
6,549
-96
| -1% | -$5.57K | 0.18% | 68 |
|
|
2023
Q2 | $425K | Buy |
6,645
+5
| +0.1% | +$320 | 0.2% | 67 |
|
|
2023
Q1 | $460K | Buy |
6,640
+107
| +2% | +$7.42K | 0.22% | 66 |
|
|
2022
Q4 | $470K | Buy |
6,533
+5
| +0.1% | +$360 | 0.23% | 62 |
|
|
2022
Q3 | $464K | Sell |
6,528
-149
| -2% | -$10.6K | 0.24% | 59 |
|
|
2022
Q2 | $514K | Buy |
6,677
+126
| +2% | +$9.7K | 0.25% | 58 |
|
|
2022
Q1 | $478K | Sell |
6,551
-496
| -7% | -$36.2K | 0.2% | 66 |
|
|
2021
Q4 | $439K | Buy |
7,047
+11
| +0.2% | +$685 | 0.22% | 56 |
|
|
2021
Q3 | $416K | Buy |
7,036
+759
| +12% | +$44.9K | 0.19% | 71 |
|
|
2021
Q2 | $419K | Buy |
6,277
+137
| +2% | +$9.15K | 0.18% | 69 |
|
|
2021
Q1 | $388K | Buy |
6,140
+10
| +0.2% | +$632 | 0.18% | 71 |
|
|
2020
Q4 | $380K | Buy |
6,130
+9
| +0.1% | +$558 | 0.19% | 64 |
|
|
2020
Q3 | $369K | Buy |
6,121
+12
| +0.2% | +$723 | 0.22% | 58 |
|
|
2020
Q2 | $359K | Buy |
6,109
+11
| +0.2% | +$646 | 0.23% | 55 |
|
|
2020
Q1 | $340K | Buy |
6,098
+11
| +0.2% | +$613 | 0.25% | 55 |
|
|
2019
Q4 | $391K | Buy |
6,087
+11
| +0.2% | +$707 | 0.21% | 60 |
|
|
2019
Q3 | $308K | Buy |
6,076
+14
| +0.2% | +$710 | 0.18% | 67 |
|
|
2019
Q2 | $275K | Sell |
6,062
-425
| -7% | -$19.3K | 0.16% | 71 |
|
|
2019
Q1 | $309K | Buy |
6,487
+117
| +2% | +$5.57K | 0.19% | 61 |
|
|
2018
Q4 | $331K | Buy |
6,370
+14
| +0.2% | +$727 | 0.23% | 58 |
|
|
2018
Q3 | $395K | Buy |
6,356
+44
| +0.7% | +$2.73K | 0.25% | 54 |
|
|
2018
Q2 | $349K | Buy |
6,312
+48
| +0.8% | +$2.65K | 0.24% | 50 |
|
|
2018
Q1 | $396K | Buy |
6,264
+39
| +0.6% | +$2.47K | 0.28% | 49 |
|
|
2017
Q4 | $381K | Sell |
6,225
-366
| -6% | -$22.4K | 0.26% | 54 |
|
|
2017
Q3 | $420K | Buy |
6,591
+2,686
| +69% | +$171K | 0.3% | 48 |
|
|
2017
Q2 | $218K | Buy |
3,905
+15
| +0.4% | +$837 | 0.17% | 66 |
|
|
2017
Q1 | $212K | Sell |
3,890
-136
| -3% | -$7.41K | 0.17% | 66 |
|
|
2016
Q4 | $235K | Sell |
4,026
-161
| -4% | -$9.4K | 0.2% | 56 |
|
|
2016
Q3 | $226K | Buy |
4,187
+1,834
| +78% | +$99K | 0.19% | 54 |
|
|
2016
Q2 | $173K | Buy |
2,353
+12
| +0.5% | +$882 | 0.15% | 60 |
|
|
2016
Q1 | $150K | Buy |
2,341
+12
| +0.5% | +$769 | 0.14% | 67 |
|
|
2015
Q4 | $160K | Buy |
+2,329
| New | +$160K | 0.15% | 63 |
|