JNBA Financial 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 | $273K | Sell |
5,900
-179
| -3% | -$8.29K | 0.03% | 165 |
|
|
2025
Q1 | $371K | Buy |
6,079
+179
| +3% | +$10.9K | 0.04% | 143 |
|
|
2024
Q4 | $334K | Hold |
5,900
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $305K | Hold |
5,900
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $245K | Buy |
5,900
+250
| +4% | +$10.4K | 0.03% | 174 |
|
|
2024
Q1 | $306K | Sell |
5,650
-3
| -0.1% | -$163 | 0.03% | 167 |
|
|
2023
Q4 | $290K | Sell |
5,653
-944
| -14% | -$48.4K | 0.03% | 171 |
|
|
2023
Q3 | $383K | Buy |
6,597
+472
| +8% | +$27.4K | 0.05% | 142 |
|
|
2023
Q2 | $392K | Sell |
6,125
-845
| -12% | -$54K | 0.05% | 144 |
|
|
2023
Q1 | $483K | Buy |
6,970
+890
| +15% | +$61.7K | 0.06% | 131 |
|
|
2022
Q4 | $437K | Sell |
6,080
-300
| -5% | -$21.6K | 0.06% | 131 |
|
|
2022
Q3 | $454K | Sell |
6,380
-571
| -8% | -$40.6K | 0.07% | 126 |
|
|
2022
Q2 | $535K | Sell |
6,951
-195
| -3% | -$15K | 0.08% | 118 |
|
|
2022
Q1 | $522K | Hold |
7,146
| – | – | 0.07% | 124 |
|
|
2021
Q4 | $446K | Buy |
7,146
+3,105
| +77% | +$194K | 0.05% | 138 |
|
|
2021
Q3 | $239K | Hold |
4,041
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $270K | Hold |
4,041
| – | – | 0.04% | 169 |
|
|
2021
Q1 | $255K | Buy |
4,041
+95
| +2% | +$6K | 0.04% | 169 |
|
|
2020
Q4 | $245K | Buy |
3,946
+75
| +2% | +$4.66K | 0.04% | 157 |
|
|
2020
Q3 | $233K | Sell |
3,871
-600
| -13% | -$36.1K | 0.05% | 145 |
|
|
2020
Q2 | $263K | Sell |
4,471
-2
| -0% | -$118 | 0.06% | 129 |
|
|
2020
Q1 | $249K | Hold |
4,473
| – | – | 0.06% | 123 |
|
|
2019
Q4 | $287K | Buy |
4,473
+391
| +10% | +$25.1K | 0.05% | 129 |
|
|
2019
Q3 | $207K | Buy |
4,082
+1,500
| +58% | +$76.1K | 0.04% | 143 |
|
|
2019
Q2 | $117K | Buy |
2,582
+100
| +4% | +$4.53K | 0.02% | 175 |
|
|
2019
Q1 | $118K | Hold |
2,482
| – | – | 0.03% | 168 |
|
|
2018
Q4 | $129K | Sell |
2,482
-10,543
| -81% | -$548K | 0.03% | 148 |
|
|
2018
Q3 | $809K | Buy |
13,025
+10,123
| +349% | +$629K | 0.36% | 60 |
|
|
2018
Q2 | $161K | Hold |
2,902
| – | – | 0.03% | 141 |
|
|
2018
Q1 | $184K | Buy |
2,902
+602
| +26% | +$38.2K | 0.04% | 130 |
|
|
2017
Q4 | $141K | Sell |
2,300
-435
| -16% | -$26.7K | 0.03% | 145 |
|
|
2017
Q3 | $174K | Buy |
2,735
+50
| +2% | +$3.18K | 0.04% | 129 |
|
|
2017
Q2 | $150K | Hold |
2,685
| – | – | 0.03% | 137 |
|
|
2017
Q1 | $146K | Buy |
2,685
+177
| +7% | +$9.63K | 0.03% | 142 |
|
|
2016
Q4 | $147K | Sell |
2,508
-10,419
| -81% | -$611K | 0.04% | 140 |
|
|
2016
Q3 | $697K | Buy |
12,927
+10,419
| +415% | +$562K | 0.1% | 68 |
|
|
2016
Q2 | $184K | Sell |
2,508
-39
| -2% | -$2.86K | 0.05% | 121 |
|
|
2016
Q1 | $163K | Buy |
2,547
+119
| +5% | +$7.62K | 0.06% | 117 |
|
|
2015
Q4 | $167K | Buy |
2,428
+1,360
| +127% | +$93.5K | 0.06% | 110 |
|
|
2015
Q3 | $63K | Buy |
1,068
+160
| +18% | +$9.44K | 0.03% | 165 |
|
|
2015
Q2 | $60K | Hold |
908
| – | – | 0.02% | 167 |
|
|
2015
Q1 | $59K | Sell |
908
-167
| -16% | -$10.9K | 0.02% | 169 |
|
|
2014
Q4 | $63K | Hold |
1,075
| – | – | 0.03% | 166 |
|
|
2014
Q3 | $55K | Buy |
1,075
+390
| +57% | +$20K | 0.02% | 180 |
|
|
2014
Q2 | $33K | Hold |
685
| – | – | 0.02% | 215 |
|
|
2014
Q1 | $36K | Sell |
685
-50
| -7% | -$2.63K | 0.02% | 193 |
|
|
2013
Q4 | $39K | Sell |
735
-430
| -37% | -$22.8K | 0.02% | 179 |
|
|
2013
Q3 | $54K | Buy |
1,165
+465
| +66% | +$21.6K | 0.03% | 157 |
|
|
2013
Q2 | $31K | Buy |
+700
| New | +$31K | 0.02% | 169 |
|