BOK Financial Private Wealth’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 | $143K | Hold |
3,083
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $188K | Sell |
3,083
-184
| -6% | -$11.2K | 0.01% | 177 |
|
|
2024
Q4 | $185K | Sell |
3,267
-1,914
| -37% | -$108K | 0.01% | 174 |
|
|
2024
Q3 | $268K | Buy |
5,181
+1,920
| +59% | +$99.3K | 0.02% | 157 |
|
|
2024
Q2 | $135K | Sell |
3,261
-146
| -4% | -$6.06K | 0.01% | 189 |
|
|
2024
Q1 | $185K | Hold |
3,407
| – | – | 0.01% | 174 |
|
|
2023
Q4 | $175K | Sell |
3,407
-1,777
| -34% | -$91.2K | 0.01% | 171 |
|
|
2023
Q3 | $301K | Sell |
5,184
-338
| -6% | -$19.6K | 0.03% | 142 |
|
|
2023
Q2 | $353K | Hold |
5,522
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $383K | Buy |
5,522
+203
| +4% | +$14.1K | 0.03% | 138 |
|
|
2022
Q4 | $383K | Buy |
5,319
+310
| +6% | +$22.3K | 0.03% | 135 |
|
|
2022
Q3 | $356K | Buy |
5,009
+1,780
| +55% | +$127K | 0.03% | 137 |
|
|
2022
Q2 | $250K | Sell |
3,229
-9,571
| -75% | -$741K | 0.02% | 162 |
|
|
2022
Q1 | $935K | Buy |
12,800
+2,807
| +28% | +$205K | 0.07% | 136 |
|
|
2021
Q4 | $623K | Sell |
9,993
-1,787
| -15% | -$111K | 0.04% | 152 |
|
|
2021
Q3 | $697K | Buy |
11,780
+2,084
| +21% | +$123K | 0.06% | 132 |
|
|
2021
Q2 | $648K | Buy |
9,696
+3,205
| +49% | +$214K | 0.05% | 131 |
|
|
2021
Q1 | $410K | Buy |
6,491
+1,689
| +35% | +$107K | 0.04% | 136 |
|
|
2020
Q4 | $298K | Buy |
4,802
+1,288
| +37% | +$79.9K | 0.03% | 153 |
|
|
2020
Q3 | $212K | Sell |
3,514
-180
| -5% | -$10.9K | 0.02% | 159 |
|
|
2020
Q2 | $217K | Buy |
+3,694
| New | +$217K | 0.02% | 154 |
|
|
2018
Q2 | – | Sell |
-3,661
| Closed | -$232K | – | 110 |
|
|
2018
Q1 | $232K | Sell |
3,661
-2,000
| -35% | -$127K | 0.04% | 103 |
|
|
2017
Q4 | $347K | Hold |
5,661
| – | – | 0.06% | 75 |
|
|
2017
Q3 | $361K | Sell |
5,661
-150
| -3% | -$9.57K | 0.06% | 72 |
|
|
2017
Q2 | $324K | Hold |
5,811
| – | – | 0.05% | 93 |
|
|
2017
Q1 | $316K | Hold |
5,811
| – | – | 0.04% | 97 |
|
|
2016
Q4 | $340K | Sell |
5,811
-279
| -5% | -$16.3K | 0.05% | 97 |
|
|
2016
Q3 | $328K | Buy |
6,090
+279
| +5% | +$15K | 0.05% | 104 |
|
|
2016
Q2 | $427K | Hold |
5,811
| – | – | 0.07% | 85 |
|
|
2016
Q1 | $371K | Hold |
5,811
| – | – | 0.06% | 48 |
|
|
2015
Q4 | $400K | Hold |
5,811
| – | – | 0.07% | 49 |
|
|
2015
Q3 | $344K | Hold |
5,811
| – | – | 0.06% | 50 |
|
|
2015
Q2 | $387K | Hold |
5,811
| – | – | 0.06% | 50 |
|
|
2015
Q1 | $375K | Sell |
5,811
-750
| -11% | -$48.4K | 0.06% | 51 |
|
|
2014
Q4 | $387K | Hold |
6,561
| – | – | 0.06% | 49 |
|
|
2014
Q3 | $336K | Hold |
6,561
| – | – | 0.06% | 52 |
|
|
2014
Q2 | $318K | Buy |
6,561
+900
| +16% | +$43.6K | 0.05% | 55 |
|
|
2014
Q1 | $294K | Hold |
5,661
| – | – | 0.05% | 56 |
|
|
2013
Q4 | $301K | Hold |
5,661
| – | – | 0.05% | 53 |
|
|
2013
Q3 | $262K | Buy |
+5,661
| New | +$262K | 0.05% | 56 |
|