JFGIW
Johnson Financial Group Inc (Wisconsin)’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
16,466
-1,736
| -10% | -$80.4K | 0.03% | 176 |
|
|
2025
Q1 | $1.11M | Buy |
18,202
+2,336
| +15% | +$142K | 0.05% | 145 |
|
|
2024
Q4 | $946K | Buy |
15,866
+11,291
| +247% | +$673K | 0.04% | 154 |
|
|
2024
Q3 | $237K | Sell |
4,575
-1,461
| -24% | -$75.6K | 0.01% | 329 |
|
|
2024
Q2 | $251K | Buy |
6,036
+2,792
| +86% | +$116K | 0.01% | 290 |
|
|
2024
Q1 | $176K | Sell |
3,244
-2,939
| -48% | -$159K | 0.01% | 311 |
|
|
2023
Q4 | $317K | Sell |
6,183
-5,321
| -46% | -$273K | 0.02% | 240 |
|
|
2023
Q3 | $668K | Sell |
11,504
-641
| -5% | -$37.2K | 0.05% | 146 |
|
|
2023
Q2 | $777K | Buy |
12,145
+3,098
| +34% | +$198K | 0.05% | 144 |
|
|
2023
Q1 | $627K | Sell |
9,047
-1,283
| -12% | -$88.9K | 0.04% | 157 |
|
|
2022
Q4 | $743K | Sell |
10,330
-141
| -1% | -$10.1K | 0.06% | 132 |
|
|
2022
Q3 | $805K | Sell |
10,471
-5,119
| -33% | -$394K | 0.07% | 119 |
|
|
2022
Q2 | $1.2M | Buy |
15,590
+3,725
| +31% | +$287K | 0.09% | 105 |
|
|
2022
Q1 | $866K | Sell |
11,865
-1,427
| -11% | -$104K | 0.06% | 148 |
|
|
2021
Q4 | $828K | Buy |
13,292
+476
| +4% | +$29.7K | 0.05% | 152 |
|
|
2021
Q3 | $759K | Sell |
12,816
-900
| -7% | -$53.3K | 0.05% | 148 |
|
|
2021
Q2 | $917K | Sell |
13,716
-1,186
| -8% | -$79.3K | 0.06% | 135 |
|
|
2021
Q1 | $941K | Sell |
14,902
-2,542
| -15% | -$161K | 0.06% | 128 |
|
|
2020
Q4 | $1.08M | Sell |
17,444
-1,560
| -8% | -$96.8K | 0.09% | 104 |
|
|
2020
Q3 | $1.15M | Sell |
19,004
-2,337
| -11% | -$141K | 0.12% | 86 |
|
|
2020
Q2 | $1.26M | Buy |
21,341
+8,617
| +68% | +$507K | 0.13% | 74 |
|
|
2020
Q1 | $709K | Buy |
12,724
+1,424
| +13% | +$79.3K | 0.08% | 111 |
|
|
2019
Q4 | $725K | Sell |
11,300
-287
| -2% | -$18.4K | 0.07% | 123 |
|
|
2019
Q3 | $587K | Sell |
11,587
-577
| -5% | -$29.2K | 0.05% | 159 |
|
|
2019
Q2 | $552K | Sell |
12,164
-857
| -7% | -$38.9K | 0.05% | 162 |
|
|
2019
Q1 | $621K | Sell |
13,021
-281
| -2% | -$13.4K | 0.06% | 154 |
|
|
2018
Q4 | $692K | Buy |
13,302
+571
| +4% | +$29.7K | 0.07% | 144 |
|
|
2018
Q3 | $790K | Buy |
12,731
+192
| +2% | +$11.9K | 0.08% | 140 |
|
|
2018
Q2 | $694K | Buy |
12,539
+1,668
| +15% | +$92.3K | 0.08% | 142 |
|
|
2018
Q1 | $687K | Buy |
10,871
+100
| +0.9% | +$6.32K | 0.08% | 141 |
|
|
2017
Q4 | $660K | Sell |
10,771
-156
| -1% | -$9.56K | 0.08% | 148 |
|
|
2017
Q3 | $696K | Sell |
10,927
-308
| -3% | -$19.6K | 0.09% | 141 |
|
|
2017
Q2 | $626K | Sell |
11,235
-10,658
| -49% | -$594K | 0.09% | 149 |
|
|
2017
Q1 | $1.19M | Sell |
21,893
-3,815
| -15% | -$207K | 0.15% | 139 |
|
|
2016
Q4 | $1.5M | Sell |
25,708
-1,807
| -7% | -$106K | 0.21% | 110 |
|
|
2016
Q3 | $1.48M | Buy |
27,515
+2,323
| +9% | +$125K | 0.2% | 106 |
|
|
2016
Q2 | $1.85M | Buy |
25,192
+2,583
| +11% | +$190K | 0.26% | 87 |
|
|
2016
Q1 | $1.44M | Sell |
22,609
-22,737
| -50% | -$1.45M | 0.29% | 85 |
|
|
2015
Q4 | $3.12M | Buy |
45,346
+6,824
| +18% | +$470K | 0.65% | 29 |
|
|
2015
Q3 | $2.28M | Buy |
38,522
+408
| +1% | +$24.2K | 0.5% | 46 |
|
|
2015
Q2 | $2.54M | Sell |
38,114
-1,312
| -3% | -$87.3K | 0.53% | 41 |
|
|
2015
Q1 | $2.54M | Sell |
39,426
-816
| -2% | -$52.7K | 0.55% | 37 |
|
|
2014
Q4 | $2.38M | Sell |
40,242
-284
| -0.7% | -$16.8K | 0.55% | 42 |
|
|
2014
Q3 | $2.07M | Sell |
40,526
-181
| -0.4% | -$9.26K | 0.54% | 46 |
|
|
2014
Q2 | $1.98M | Buy |
40,707
+2,929
| +8% | +$142K | 0.52% | 45 |
|
|
2014
Q1 | $1.96M | Sell |
37,778
-9,686
| -20% | -$503K | 0.57% | 39 |
|
|
2013
Q4 | $2.52M | Buy |
47,464
+1,276
| +3% | +$67.8K | 0.73% | 28 |
|
|
2013
Q3 | $2.14M | Buy |
46,188
+490
| +1% | +$22.7K | 0.65% | 32 |
|
|
2013
Q2 | $2.04M | Buy |
+45,698
| New | +$2.04M | 0.57% | 37 |
|