LJAC
L.J. Altfest & Co’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
33,860
-4,053
| -11% | -$188K | 0.18% | 91 |
|
|
2025
Q1 | $2.31M | Buy |
37,913
+1,745
| +5% | +$106K | 0.29% | 61 |
|
|
2024
Q4 | $2.05M | Buy |
36,168
+9,222
| +34% | +$522K | 0.26% | 71 |
|
|
2024
Q3 | $1.39M | Buy |
26,946
+580
| +2% | +$30K | 0.19% | 91 |
|
|
2024
Q2 | $1.1M | Sell |
26,366
-83
| -0.3% | -$3.45K | 0.15% | 105 |
|
|
2024
Q1 | $1.43M | Sell |
26,449
-232
| -0.9% | -$12.6K | 0.2% | 82 |
|
|
2023
Q4 | $1.37M | Sell |
26,681
-3,468
| -12% | -$178K | 0.2% | 91 |
|
|
2023
Q3 | $1.75M | Sell |
30,149
-2,712
| -8% | -$157K | 0.28% | 58 |
|
|
2023
Q2 | $2.1M | Buy |
32,861
+2,406
| +8% | +$154K | 0.32% | 50 |
|
|
2023
Q1 | $2.11M | Sell |
30,455
-164
| -0.5% | -$11.4K | 0.33% | 45 |
|
|
2022
Q4 | $2.2M | Sell |
30,619
-703
| -2% | -$50.6K | 0.37% | 54 |
|
|
2022
Q3 | $2.23M | Sell |
31,322
-46
| -0.1% | -$3.27K | 0.42% | 41 |
|
|
2022
Q2 | $2.42M | Sell |
31,368
-270
| -0.9% | -$20.8K | 0.43% | 40 |
|
|
2022
Q1 | $2.31M | Sell |
31,638
-7,921
| -20% | -$579K | 0.41% | 43 |
|
|
2021
Q4 | $2.47M | Buy |
39,559
+8,921
| +29% | +$556K | 0.47% | 46 |
|
|
2021
Q3 | $1.81M | Sell |
30,638
-3,329
| -10% | -$197K | 0.38% | 43 |
|
|
2021
Q2 | $2.27M | Sell |
33,967
-381
| -1% | -$25.5K | 0.49% | 36 |
|
|
2021
Q1 | $2.17M | Buy |
34,348
+302
| +0.9% | +$19.1K | 0.51% | 37 |
|
|
2020
Q4 | $2.11M | Buy |
34,046
+3,345
| +11% | +$208K | 0.52% | 33 |
|
|
2020
Q3 | $1.85M | Sell |
30,701
-1,383
| -4% | -$83.4K | 0.49% | 32 |
|
|
2020
Q2 | $1.89M | Sell |
32,084
-4,723
| -13% | -$278K | 0.54% | 31 |
|
|
2020
Q1 | $2.05M | Sell |
36,807
-315
| -0.8% | -$17.6K | 0.64% | 25 |
|
|
2019
Q4 | $2.38M | Buy |
37,122
+153
| +0.4% | +$9.82K | 0.6% | 31 |
|
|
2019
Q3 | $1.88M | Sell |
36,969
-5,683
| -13% | -$288K | 0.48% | 32 |
|
|
2019
Q2 | $1.93M | Sell |
42,652
-1,343
| -3% | -$60.9K | 0.51% | 34 |
|
|
2019
Q1 | $2.1M | Sell |
43,995
-1,230
| -3% | -$58.7K | 0.51% | 33 |
|
|
2018
Q4 | $2.35M | Sell |
45,225
-2,564
| -5% | -$133K | 0.66% | 23 |
|
|
2018
Q3 | $2.97M | Sell |
47,789
-161
| -0.3% | -$10K | 0.86% | 19 |
|
|
2018
Q2 | $2.65M | Sell |
47,950
-11,724
| -20% | -$649K | 0.99% | 17 |
|
|
2018
Q1 | $3.77M | Sell |
59,674
-1,126
| -2% | -$71.2K | 1.63% | 12 |
|
|
2017
Q4 | $3.73M | Buy |
60,800
+3,237
| +6% | +$198K | 1.41% | 12 |
|
|
2017
Q3 | $3.67M | Buy |
57,563
+653
| +1% | +$41.6K | 1.78% | 9 |
|
|
2017
Q2 | $3.17M | Buy |
56,910
+6,772
| +14% | +$377K | 1.91% | 10 |
|
|
2017
Q1 | $2.73M | Buy |
50,138
+4,254
| +9% | +$231K | 1.08% | 17 |
|
|
2016
Q4 | $2.68M | Sell |
45,884
-574
| -1% | -$33.5K | 1.34% | 14 |
|
|
2016
Q3 | $2.51M | Buy |
46,458
+349
| +0.8% | +$18.8K | 1.67% | 14 |
|
|
2016
Q2 | $3.39M | Sell |
46,109
-501
| -1% | -$36.8K | 2.36% | 9 |
|
|
2016
Q1 | $2.98M | Buy |
46,610
+259
| +0.6% | +$16.5K | 3.06% | 6 |
|
|
2015
Q4 | $3.19M | Sell |
46,351
-1,345
| -3% | -$92.5K | 3.12% | 6 |
|
|
2015
Q3 | $2.82M | Sell |
47,696
-1,085
| -2% | -$64.2K | 2.79% | 7 |
|
|
2015
Q2 | $3.25M | Sell |
48,781
-637
| -1% | -$42.4K | 2.98% | 5 |
|
|
2015
Q1 | $3.19M | Sell |
49,418
-426
| -0.9% | -$27.5K | 2.97% | 6 |
|
|
2014
Q4 | $2.94M | Sell |
49,844
-599
| -1% | -$35.4K | 2.41% | 6 |
|
|
2014
Q3 | $2.57M | Sell |
50,443
-2,586
| -5% | -$131K | 2.52% | 8 |
|
|
2014
Q2 | $2.55M | Buy |
53,029
+1,738
| +3% | +$83.4K | 2.51% | 8 |
|
|
2014
Q1 | $2.51M | Sell |
51,291
-370
| -0.7% | -$18.1K | 2.33% | 8 |
|
|
2013
Q4 | $2.75M | Buy |
+51,661
| New | +$2.75M | 2.34% | 6 |
|