Choate 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 | $2.17M | Buy |
46,884
+1,406
| +3% | +$65.1K | 0.05% | 134 |
|
|
2025
Q1 | $2.77M | Sell |
45,478
-1,108
| -2% | -$67.6K | 0.07% | 112 |
|
|
2024
Q4 | $2.63M | Sell |
46,586
-474
| -1% | -$26.8K | 0.06% | 122 |
|
|
2024
Q3 | $2.43M | Buy |
47,060
+4,654
| +11% | +$241K | 0.06% | 122 |
|
|
2024
Q2 | $1.76M | Sell |
42,406
-2,657
| -6% | -$110K | 0.05% | 142 |
|
|
2024
Q1 | $2.44M | Sell |
45,063
-2,996
| -6% | -$162K | 0.07% | 126 |
|
|
2023
Q4 | $2.47M | Buy |
48,059
+1,133
| +2% | +$58.1K | 0.08% | 117 |
|
|
2023
Q3 | $2.72M | Buy |
46,926
+10,203
| +28% | +$592K | 0.11% | 88 |
|
|
2023
Q2 | $2.35M | Buy |
36,723
+4,085
| +13% | +$261K | 0.1% | 82 |
|
|
2023
Q1 | $2.26M | Buy |
32,638
+570
| +2% | +$39.5K | 0.11% | 83 |
|
|
2022
Q4 | $2.31M | Sell |
32,068
-1,244
| -4% | -$89.5K | 0.14% | 76 |
|
|
2022
Q3 | $2.37M | Buy |
33,312
+1,112
| +3% | +$79K | 0.16% | 63 |
|
|
2022
Q2 | $2.48M | Sell |
32,200
-899
| -3% | -$69.2K | 0.15% | 64 |
|
|
2022
Q1 | $2.42M | Sell |
33,099
-1,286
| -4% | -$93.9K | 0.13% | 74 |
|
|
2021
Q4 | $2.14M | Sell |
34,385
-2,342
| -6% | -$146K | 0.13% | 77 |
|
|
2021
Q3 | $2.17M | Sell |
36,727
-2,331
| -6% | -$138K | 0.14% | 73 |
|
|
2021
Q2 | $2.61M | Sell |
39,058
-4,837
| -11% | -$323K | 0.16% | 64 |
|
|
2021
Q1 | $2.77M | Buy |
43,895
+317
| +0.7% | +$20K | 0.17% | 54 |
|
|
2020
Q4 | $2.7M | Sell |
43,578
-3,846
| -8% | -$239K | 0.16% | 56 |
|
|
2020
Q3 | $2.86M | Sell |
47,424
-5,282
| -10% | -$319K | 0.19% | 52 |
|
|
2020
Q2 | $3.1M | Sell |
52,706
-1,492
| -3% | -$87.7K | 0.22% | 41 |
|
|
2020
Q1 | $3.02M | Sell |
54,198
-5,925
| -10% | -$330K | 0.24% | 47 |
|
|
2019
Q4 | $3.86M | Buy |
60,123
+18,664
| +45% | +$1.2M | 0.23% | 51 |
|
|
2019
Q3 | $2.1M | Sell |
41,459
-2,080
| -5% | -$105K | 0.13% | 75 |
|
|
2019
Q2 | $1.97M | Sell |
43,539
-811
| -2% | -$36.8K | 0.12% | 81 |
|
|
2019
Q1 | $2.12M | Buy |
44,350
+3,270
| +8% | +$156K | 0.13% | 75 |
|
|
2018
Q4 | $2.14M | Sell |
41,080
-2,015
| -5% | -$105K | 0.14% | 67 |
|
|
2018
Q3 | $2.68M | Buy |
43,095
+1,257
| +3% | +$78K | 0.15% | 57 |
|
|
2018
Q2 | $2.32M | Sell |
41,838
-2,803
| -6% | -$155K | 0.13% | 71 |
|
|
2018
Q1 | $2.82M | Buy |
44,641
+545
| +1% | +$34.5K | 0.15% | 68 |
|
|
2017
Q4 | $2.7M | Sell |
44,096
-110
| -0.2% | -$6.74K | 0.14% | 72 |
|
|
2017
Q3 | $2.82M | Sell |
44,206
-537
| -1% | -$34.2K | 0.15% | 69 |
|
|
2017
Q2 | $2.49M | Sell |
44,743
-280
| -0.6% | -$15.6K | 0.14% | 74 |
|
|
2017
Q1 | $2.45M | Buy |
45,023
+394
| +0.9% | +$21.4K | 0.14% | 75 |
|
|
2016
Q4 | $2.61M | Buy |
44,629
+117
| +0.3% | +$6.84K | 0.17% | 66 |
|
|
2016
Q3 | $2.4M | Buy |
44,512
+3,115
| +8% | +$168K | 0.16% | 69 |
|
|
2016
Q2 | $3.04M | Sell |
41,397
-4,583
| -10% | -$337K | 0.21% | 54 |
|
|
2016
Q1 | $2.94M | Buy |
45,980
+3,274
| +8% | +$209K | 0.2% | 61 |
|
|
2015
Q4 | $2.52M | Sell |
42,706
-2,272
| -5% | -$134K | 0.18% | 74 |
|
|
2015
Q3 | $2.66M | Buy |
44,978
+4,000
| +10% | +$237K | 0.18% | 61 |
|
|
2015
Q2 | $2.73M | Sell |
40,978
-1,328
| -3% | -$88.4K | 0.16% | 63 |
|
|
2015
Q1 | $2.73M | Sell |
42,306
-400
| -0.9% | -$25.8K | 0.15% | 66 |
|
|
2014
Q4 | $2.52M | Buy |
42,706
+219
| +0.5% | +$12.9K | 0.15% | 74 |
|
|
2014
Q3 | $2.17M | Hold |
42,487
| – | – | 0.13% | 73 |
|
|
2014
Q2 | $2.06M | Sell |
42,487
-4,301
| -9% | -$209K | 0.12% | 83 |
|
|
2014
Q1 | $2.43M | Sell |
46,788
-3,263
| -7% | -$170K | 0.15% | 76 |
|
|
2013
Q4 | $2.66M | Sell |
50,051
-535
| -1% | -$28.4K | 0.17% | 74 |
|
|
2013
Q3 | $2.34M | Sell |
50,586
-4,250
| -8% | -$197K | 0.17% | 77 |
|
|
2013
Q2 | $2.45M | Buy |
+54,836
| New | +$2.45M | 0.2% | 74 |
|