JFS Wealth Advisors’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 | $92.2K | Sell |
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|
2025
Q2 | $98.2K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $182K | Buy |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $117K | Sell |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q3 | $114K | Buy |
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|
2020
Q2 | $99K | Hold |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $108K | Buy |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $41K | Hold |
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|
2018
Q2 | $36K | Hold |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $32K | Sell |
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|
2017
Q2 | $73K | Buy |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $65K | Sell |
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|
2016
Q3 | $61K | Sell |
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|
2016
Q2 | $431K | Sell |
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|
2016
Q1 | $376K | Buy |
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|
2015
Q4 | $403K | Buy |
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|
2015
Q3 | $287K | Sell |
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|
2015
Q2 | $342K | Hold |
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|
2015
Q1 | $332K | Sell |
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|
2014
Q4 | $310K | Buy |
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|
2014
Q3 | $264K | Hold |
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|
2014
Q2 | $250K | Buy |
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|
2014
Q1 | $252K | Sell |
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|
2013
Q4 | $269K | Sell |
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|
2013
Q3 | $247K | Buy |
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