Jeppson Wealth Management’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 | $795K | Buy |
17,167
+2,376
| +16% | +$110K | 0.27% | 85 |
|
|
2025
Q1 | $902K | Sell |
14,791
-270
| -2% | -$16.5K | 0.33% | 80 |
|
|
2024
Q4 | $852K | Sell |
15,061
-2
| -0% | -$113 | 0.31% | 81 |
|
|
2024
Q3 | $779K | Buy |
15,063
+334
| +2% | +$17.3K | 0.28% | 86 |
|
|
2024
Q2 | $612K | Sell |
14,729
-14,622
| -50% | -$607K | 0.23% | 97 |
|
|
2024
Q1 | $1.59M | Sell |
29,351
-135
| -0.5% | -$7.32K | 0.62% | 42 |
|
|
2023
Q4 | $1.51M | Buy |
29,486
+14,329
| +95% | +$735K | 0.63% | 42 |
|
|
2023
Q3 | $880K | Sell |
15,157
-1,980
| -12% | -$115K | 0.4% | 67 |
|
|
2023
Q2 | $1.1M | Hold |
17,137
| – | – | 0.48% | 54 |
|
|
2023
Q1 | $1.19M | Sell |
17,137
-25
| -0.1% | -$1.73K | 0.52% | 48 |
|
|
2022
Q4 | $1.23M | Sell |
17,162
-50
| -0.3% | -$3.6K | 0.52% | 44 |
|
|
2022
Q3 | $1.22M | Hold |
17,212
| – | – | 0.55% | 39 |
|
|
2022
Q2 | $1.33M | Hold |
17,212
| – | – | 0.57% | 40 |
|
|
2022
Q1 | $1.26M | Sell |
17,212
-493
| -3% | -$36K | 0.59% | 41 |
|
|
2021
Q4 | $1.1M | Sell |
17,705
-310
| -2% | -$19.3K | 0.53% | 48 |
|
|
2021
Q3 | $1.07M | Buy |
18,015
+35
| +0.2% | +$2.07K | 0.56% | 45 |
|
|
2021
Q2 | $1.2M | Hold |
17,980
| – | – | 0.65% | 40 |
|
|
2021
Q1 | $1.14M | Sell |
17,980
-55
| -0.3% | -$3.47K | 0.67% | 37 |
|
|
2020
Q4 | $1.12M | Sell |
18,035
-471
| -3% | -$29.2K | 0.74% | 29 |
|
|
2020
Q3 | $1.12M | Buy |
+18,506
| New | +$1.12M | 0.87% | 23 |
|