Birch Hill Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
5,482
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $334K | Sell |
5,482
-2,524
| -32% | -$154K | 0.02% | 158 |
|
|
2024
Q4 | $453K | Buy |
8,006
+26
| +0.3% | +$1.47K | 0.02% | 143 |
|
|
2024
Q3 | $413K | Hold |
7,980
| – | – | 0.02% | 141 |
|
|
2024
Q2 | $331K | Sell |
7,980
-851
| -10% | -$35.3K | 0.02% | 146 |
|
|
2024
Q1 | $479K | Sell |
8,831
-666
| -7% | -$36.1K | 0.02% | 132 |
|
|
2023
Q4 | $487K | Sell |
9,497
-8,894
| -48% | -$456K | 0.03% | 120 |
|
|
2023
Q3 | $1.07M | Sell |
18,391
-57
| -0.3% | -$3.31K | 0.06% | 91 |
|
|
2023
Q2 | $1.18M | Hold |
18,448
| – | – | 0.07% | 87 |
|
|
2023
Q1 | $1.28M | Sell |
18,448
-892
| -5% | -$61.8K | 0.08% | 86 |
|
|
2022
Q4 | $1.39M | Buy |
19,340
+160
| +0.8% | +$11.5K | 0.09% | 86 |
|
|
2022
Q3 | $1.36M | Sell |
19,180
-50
| -0.3% | -$3.56K | 0.09% | 84 |
|
|
2022
Q2 | $1.48M | Sell |
19,230
-50
| -0.3% | -$3.85K | 0.09% | 84 |
|
|
2022
Q1 | $1.41M | Buy |
19,280
+1,600
| +9% | +$117K | 0.08% | 91 |
|
|
2021
Q4 | $1.1M | Sell |
17,680
-2,774
| -14% | -$173K | 0.05% | 96 |
|
|
2021
Q3 | $1.21M | Sell |
20,454
-1,000
| -5% | -$59.2K | 0.07% | 93 |
|
|
2021
Q2 | $1.43M | Sell |
21,454
-310
| -1% | -$20.7K | 0.08% | 86 |
|
|
2021
Q1 | $1.37M | Sell |
21,764
-6,152
| -22% | -$388K | 0.08% | 85 |
|
|
2020
Q4 | $1.73M | Sell |
27,916
-1,800
| -6% | -$112K | 0.1% | 77 |
|
|
2020
Q3 | $1.79M | Hold |
29,716
| – | – | 0.12% | 70 |
|
|
2020
Q2 | $1.75M | Sell |
29,716
-450
| -1% | -$26.5K | 0.13% | 69 |
|
|
2020
Q1 | $1.68M | Sell |
30,166
-16,690
| -36% | -$930K | 0.15% | 67 |
|
|
2019
Q4 | $3.01M | Buy |
46,856
+37,808
| +418% | +$2.43M | 0.2% | 56 |
|
|
2019
Q3 | $459K | Sell |
9,048
-500
| -5% | -$25.4K | 0.03% | 112 |
|
|
2019
Q2 | $433K | Hold |
9,548
| – | – | 0.03% | 116 |
|
|
2019
Q1 | $456K | Buy |
+9,548
| New | +$456K | 0.03% | 114 |
|
|
2018
Q4 | – | Sell |
-10,714
| Closed | -$665K | – | 138 |
|
|
2018
Q3 | $665K | Sell |
10,714
-900
| -8% | -$55.9K | 0.05% | 106 |
|
|
2018
Q2 | $643K | Sell |
11,614
-800
| -6% | -$44.3K | 0.05% | 100 |
|
|
2018
Q1 | $785K | Sell |
12,414
-198
| -2% | -$12.5K | 0.07% | 86 |
|
|
2017
Q4 | $773K | Hold |
12,612
| – | – | 0.06% | 89 |
|
|
2017
Q3 | $804K | Buy |
12,612
+1,300
| +11% | +$82.9K | 0.07% | 87 |
|
|
2017
Q2 | $630K | Hold |
11,312
| – | – | 0.06% | 91 |
|
|
2017
Q1 | $615K | Buy |
11,312
+400
| +4% | +$21.7K | 0.05% | 90 |
|
|
2016
Q4 | $638K | Hold |
10,912
| – | – | 0.06% | 89 |
|
|
2016
Q3 | $588K | Buy |
10,912
+1,000
| +10% | +$53.9K | 0.05% | 89 |
|
|
2016
Q2 | $729K | Buy |
9,912
+100
| +1% | +$7.36K | 0.07% | 84 |
|
|
2016
Q1 | $627K | Sell |
9,812
-1,500
| -13% | -$95.9K | 0.07% | 88 |
|
|
2015
Q4 | $778K | Sell |
11,312
-100
| -0.9% | -$6.88K | 0.08% | 82 |
|
|
2015
Q3 | $676K | Hold |
11,412
| – | – | 0.07% | 88 |
|
|
2015
Q2 | $759K | Hold |
11,412
| – | – | 0.08% | 90 |
|
|
2015
Q1 | $736K | Sell |
11,412
-240
| -2% | -$15.5K | 0.08% | 93 |
|
|
2014
Q4 | $688K | Hold |
11,652
| – | – | 0.07% | 94 |
|
|
2014
Q3 | $596K | Buy |
11,652
+240
| +2% | +$12.3K | 0.06% | 96 |
|
|
2014
Q2 | $554K | Hold |
11,412
| – | – | 0.06% | 98 |
|
|
2014
Q1 | $593K | Buy |
11,412
+500
| +5% | +$26K | 0.06% | 93 |
|
|
2013
Q4 | $580K | Hold |
10,912
| – | – | 0.06% | 103 |
|
|
2013
Q3 | $505K | Buy |
10,912
+666
| +7% | +$30.8K | 0.06% | 103 |
|
|
2013
Q2 | $458K | Buy |
+10,246
| New | +$458K | 0.06% | 105 |
|