JFS Wealth 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 | $98.2K | Sell |
2,121
-1,502
| -41% | -$69.5K | 0.01% | 371 |
|
|
2025
Q1 | $221K | Buy |
3,623
+401
| +12% | +$24.5K | 0.02% | 291 |
|
|
2024
Q4 | $182K | Buy |
3,222
+14
| +0.4% | +$792 | 0.01% | 299 |
|
|
2024
Q3 | $166K | Buy |
3,208
+104
| +3% | +$5.38K | 0.01% | 311 |
|
|
2024
Q2 | $129K | Sell |
3,104
-1,353
| -30% | -$56.2K | 0.01% | 280 |
|
|
2024
Q1 | $242K | Buy |
4,457
+315
| +8% | +$17.1K | 0.02% | 227 |
|
|
2023
Q4 | $213K | Buy |
4,142
+162
| +4% | +$8.31K | 0.02% | 228 |
|
|
2023
Q3 | $231K | Sell |
3,980
-257
| -6% | -$14.9K | 0.02% | 210 |
|
|
2023
Q2 | $271K | Buy |
4,237
+9
| +0.2% | +$576 | 0.02% | 188 |
|
|
2023
Q1 | $293K | Sell |
4,228
-24
| -0.6% | -$1.66K | 0.03% | 179 |
|
|
2022
Q4 | $306K | Buy |
4,252
+7
| +0.2% | +$504 | 0.03% | 179 |
|
|
2022
Q3 | $302K | Sell |
4,245
-89
| -2% | -$6.33K | 0.03% | 179 |
|
|
2022
Q2 | $334K | Buy |
4,334
+165
| +4% | +$12.7K | 0.04% | 165 |
|
|
2022
Q1 | $304K | Buy |
4,169
+301
| +8% | +$21.9K | 0.03% | 190 |
|
|
2021
Q4 | $241K | Buy |
3,868
+219
| +6% | +$13.6K | 0.02% | 208 |
|
|
2021
Q3 | $216K | Buy |
3,649
+1,787
| +96% | +$106K | 0.02% | 214 |
|
|
2021
Q2 | $124K | Buy |
1,862
+8
| +0.4% | +$533 | 0.02% | 201 |
|
|
2021
Q1 | $117K | Sell |
1,854
-218
| -11% | -$13.8K | 0.02% | 184 |
|
|
2020
Q4 | $129K | Buy |
2,072
+177
| +9% | +$11K | 0.03% | 174 |
|
|
2020
Q3 | $114K | Buy |
1,895
+208
| +12% | +$12.5K | 0.03% | 168 |
|
|
2020
Q2 | $99K | Hold |
1,687
| – | – | 0.03% | 180 |
|
|
2020
Q1 | $94K | Hold |
1,687
| – | – | 0.03% | 175 |
|
|
2019
Q4 | $108K | Buy |
1,687
+1,032
| +158% | +$66.1K | 0.03% | 190 |
|
|
2019
Q3 | $33K | Hold |
655
| – | – | 0.01% | 263 |
|
|
2019
Q2 | $30K | Hold |
655
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $31K | Hold |
655
| – | – | 0.01% | 257 |
|
|
2018
Q4 | $34K | Hold |
655
| – | – | 0.01% | 248 |
|
|
2018
Q3 | $41K | Hold |
655
| – | – | 0.01% | 260 |
|
|
2018
Q2 | $36K | Hold |
655
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $41K | Hold |
655
| – | – | 0.01% | 259 |
|
|
2017
Q4 | $40K | Buy |
655
+150
| +30% | +$9.16K | 0.01% | 267 |
|
|
2017
Q3 | $32K | Sell |
505
-800
| -61% | -$50.7K | 0.01% | 278 |
|
|
2017
Q2 | $73K | Buy |
1,305
+200
| +18% | +$11.2K | 0.02% | 196 |
|
|
2017
Q1 | $65K | Hold |
1,105
| – | – | 0.02% | 203 |
|
|
2016
Q4 | $65K | Sell |
1,105
-29
| -3% | -$1.71K | 0.02% | 203 |
|
|
2016
Q3 | $61K | Sell |
1,134
-4,725
| -81% | -$254K | 0.02% | 221 |
|
|
2016
Q2 | $431K | Sell |
5,859
-31
| -0.5% | -$2.28K | 0.12% | 99 |
|
|
2016
Q1 | $376K | Buy |
5,890
+31
| +0.5% | +$1.98K | 0.11% | 93 |
|
|
2015
Q4 | $403K | Buy |
5,859
+1,005
| +21% | +$69.1K | 0.12% | 92 |
|
|
2015
Q3 | $287K | Sell |
4,854
-287
| -6% | -$17K | 0.13% | 84 |
|
|
2015
Q2 | $342K | Hold |
5,141
| – | – | 0.18% | 65 |
|
|
2015
Q1 | $332K | Sell |
5,141
-110
| -2% | -$7.1K | 0.16% | 67 |
|
|
2014
Q4 | $310K | Buy |
5,251
+101
| +2% | +$5.96K | 0.05% | 67 |
|
|
2014
Q3 | $264K | Hold |
5,150
| – | – | 0.05% | 63 |
|
|
2014
Q2 | $250K | Buy |
5,150
+298
| +6% | +$14.5K | 0.05% | 70 |
|
|
2014
Q1 | $252K | Sell |
4,852
-211
| -4% | -$11K | 0.14% | 96 |
|
|
2013
Q4 | $269K | Sell |
5,063
-271
| -5% | -$14.4K | 0.12% | 104 |
|
|
2013
Q3 | $247K | Buy |
+5,334
| New | +$247K | 0.12% | 104 |
|