JNBA Financial 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 | $239K | Sell |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $522K | Hold |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $249K | Hold |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $117K | Buy |
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $129K | Sell |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $161K | Hold |
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|
2018
Q1 | $184K | Buy |
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|
2017
Q4 | $141K | Sell |
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|
2017
Q3 | $174K | Buy |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $147K | Sell |
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|
2016
Q3 | $697K | Buy |
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|
2016
Q2 | $184K | Sell |
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|
2016
Q1 | $163K | Buy |
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|
2015
Q4 | $167K | Buy |
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|
2015
Q3 | $63K | Buy |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $59K | Sell |
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|
2014
Q4 | $63K | Hold |
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|
2014
Q3 | $55K | Buy |
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|
2014
Q2 | $33K | Hold |
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|
2014
Q1 | $36K | Sell |
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|
2013
Q4 | $39K | Sell |
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|
2013
Q3 | $54K | Buy |
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|
2013
Q2 | $31K | Buy |
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