JIC
Joel Isaacson & Co’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
25,598
+2,386
| +10% | +$110K | 0.05% | 153 |
|
|
2025
Q1 | $1.42M | Sell |
23,212
-1,181
| -5% | -$72K | 0.06% | 126 |
|
|
2024
Q4 | $1.38M | Sell |
24,393
-2,571
| -10% | -$145K | 0.06% | 124 |
|
|
2024
Q3 | $1.4M | Buy |
26,964
+2,092
| +8% | +$108K | 0.07% | 113 |
|
|
2024
Q2 | $1.03M | Sell |
24,872
-66
| -0.3% | -$2.74K | 0.05% | 130 |
|
|
2024
Q1 | $1.35M | Buy |
24,938
+3,081
| +14% | +$167K | 0.07% | 111 |
|
|
2023
Q4 | $1.12M | Buy |
21,857
+28
| +0.1% | +$1.44K | 0.07% | 112 |
|
|
2023
Q3 | $1.27M | Buy |
21,829
+22
| +0.1% | +$1.28K | 0.09% | 96 |
|
|
2023
Q2 | $1.39M | Buy |
21,807
+688
| +3% | +$44K | 0.09% | 96 |
|
|
2023
Q1 | $1.46M | Sell |
21,119
-131
| -0.6% | -$9.08K | 0.11% | 85 |
|
|
2022
Q4 | $1.53M | Buy |
21,250
+30
| +0.1% | +$2.16K | 0.12% | 84 |
|
|
2022
Q3 | $1.51M | Buy |
21,220
+3,853
| +22% | +$274K | 0.13% | 78 |
|
|
2022
Q2 | $1.34M | Buy |
17,367
+17
| +0.1% | +$1.31K | 0.11% | 81 |
|
|
2022
Q1 | $1.33M | Buy |
17,350
+4
| +0% | +$307 | 0.1% | 91 |
|
|
2021
Q4 | $1.08M | Buy |
17,346
+457
| +3% | +$28.5K | 0.07% | 113 |
|
|
2021
Q3 | $999K | Sell |
16,889
-675
| -4% | -$39.9K | 0.08% | 112 |
|
|
2021
Q2 | $1.17M | Sell |
17,564
-392
| -2% | -$26.2K | 0.09% | 92 |
|
|
2021
Q1 | $1.13M | Buy |
17,956
+1,696
| +10% | +$107K | 0.1% | 86 |
|
|
2020
Q4 | $1.01M | Buy |
16,260
+16
| +0.1% | +$993 | 0.1% | 90 |
|
|
2020
Q3 | $979K | Buy |
16,244
+17
| +0.1% | +$1.03K | 0.13% | 80 |
|
|
2020
Q2 | $954K | Buy |
16,227
+21
| +0.1% | +$1.24K | 0.14% | 76 |
|
|
2020
Q1 | $903K | Buy |
16,206
+60
| +0.4% | +$3.34K | 0.16% | 68 |
|
|
2019
Q4 | $1.04M | Buy |
16,146
+3,318
| +26% | +$213K | 0.14% | 73 |
|
|
2019
Q3 | $651K | Sell |
12,828
-916
| -7% | -$46.5K | 0.09% | 95 |
|
|
2019
Q2 | $623K | Sell |
13,744
-127
| -0.9% | -$5.76K | 0.09% | 105 |
|
|
2019
Q1 | $662K | Sell |
13,871
-1,450
| -9% | -$69.2K | 0.1% | 112 |
|
|
2018
Q4 | $735K | Buy |
15,321
+2,435
| +19% | +$117K | 0.12% | 101 |
|
|
2018
Q3 | $800K | Buy |
12,886
+14
| +0.1% | +$869 | 0.13% | 83 |
|
|
2018
Q2 | $712K | Sell |
12,872
-1,484
| -10% | -$82.1K | 0.12% | 92 |
|
|
2018
Q1 | $908K | Buy |
14,356
+1,343
| +10% | +$84.9K | 0.16% | 66 |
|
|
2017
Q4 | $797K | Buy |
13,013
+13
| +0.1% | +$796 | 0.14% | 75 |
|
|
2017
Q3 | $829K | Buy |
13,000
+14
| +0.1% | +$893 | 0.15% | 70 |
|
|
2017
Q2 | $724K | Buy |
12,986
+14
| +0.1% | +$781 | 0.14% | 75 |
|
|
2017
Q1 | $705K | Buy |
12,972
+16
| +0.1% | +$870 | 0.14% | 70 |
|
|
2016
Q4 | $757K | Buy |
12,956
+1,007
| +8% | +$58.8K | 0.15% | 61 |
|
|
2016
Q3 | $644K | Buy |
11,949
+1,300
| +12% | +$70.1K | 0.13% | 72 |
|
|
2016
Q2 | $783K | Hold |
10,649
| – | – | 0.17% | 61 |
|
|
2016
Q1 | $680K | Hold |
10,649
| – | – | 0.15% | 68 |
|
|
2015
Q4 | $733K | Hold |
10,649
| – | – | 0.18% | 60 |
|
|
2015
Q3 | $630K | Hold |
10,649
| – | – | 0.17% | 61 |
|
|
2015
Q2 | $709K | Buy |
10,649
+448
| +4% | +$29.8K | 0.18% | 61 |
|
|
2015
Q1 | $658K | Buy |
10,201
+144
| +1% | +$9.29K | 0.17% | 65 |
|
|
2014
Q4 | $594K | Hold |
10,057
| – | – | 0.16% | 65 |
|
|
2014
Q3 | $515K | Hold |
10,057
| – | – | 0.16% | 62 |
|
|
2014
Q2 | $488K | Hold |
10,057
| – | – | 0.15% | 65 |
|
|
2014
Q1 | $522K | Hold |
10,057
| – | – | 0.18% | 61 |
|
|
2013
Q4 | $535K | Hold |
10,057
| – | – | 0.19% | 54 |
|
|
2013
Q3 | $465K | Sell |
10,057
-1,500
| -13% | -$69.4K | 0.19% | 55 |
|
|
2013
Q2 | $516K | Buy |
+11,557
| New | +$516K | 0.24% | 48 |
|