JWS
Juncture Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $515K | Sell |
11,116
-256
| -2% | -$11.9K | 0.18% | 69 |
|
2025
Q1 | $694K | Buy |
11,372
+30
| +0.3% | +$1.83K | 0.27% | 63 |
|
2024
Q4 | $642K | Buy |
11,342
+81
| +0.7% | +$4.58K | 0.24% | 62 |
|
2024
Q3 | $583K | Buy |
11,261
+855
| +8% | +$44.2K | 0.23% | 67 |
|
2024
Q2 | $432K | Buy |
10,406
+1,000
| +11% | +$41.5K | 0.18% | 72 |
|
2024
Q1 | $510K | Buy |
+9,406
| New | +$510K | 0.22% | 60 |
|