Choate Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Choate Investment Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.8M	Buy	46,150 +1,314	+3%	+$76.6K	0.05%	132
2025 Q4	$2.42M	Sell	44,836 -1,341	-3%	-$64.5K	0.05%	140
2025 Q3	$2.08M	Sell	46,177 -707	-2%	-$33K	0.04%	146
2025 Q2	$2.17M	Buy	46,884 +1,406	+3%	+$69K	0.05%	134
2025 Q1	$2.77M	Sell	45,478 -1,108	-2%	-$64.6K	0.07%	112
2024 Q4	$2.63M	Sell	46,586 -474	-1%	-$26.5K	0.06%	122
2024 Q3	$2.43M	Buy	47,060 +4,654	+11%	+$218K	0.06%	122
2024 Q2	$1.76M	Sell	42,406 -2,657	-6%	-$119K	0.05%	142
2024 Q1	$2.44M	Sell	45,063 -2,996	-6%	-$153K	0.07%	126
2023 Q4	$2.47M	Buy	48,059 +1,133	+2%	+$59.5K	0.08%	117
2023 Q3	$2.72M	Buy	46,926 +10,203	+28%	+$625K	0.11%	88
2023 Q2	$2.35M	Buy	36,723 +4,085	+13%	+$274K	0.1%	82
2023 Q1	$2.26M	Buy	32,638 +570	+2%	+$40.2K	0.11%	83
2022 Q4	$2.31M	Sell	32,068 -1,244	-4%	-$93.8K	0.14%	76
2022 Q3	$2.37M	Buy	33,312 +1,112	+3%	+$80.7K	0.16%	63
2022 Q2	$2.48M	Sell	32,200 -899	-3%	-$68.5K	0.15%	64
2022 Q1	$2.42M	Sell	33,099 -1,286	-4%	-$86.3K	0.13%	74
2021 Q4	$2.14M	Sell	34,385 -2,342	-6%	-$137K	0.13%	77
2021 Q3	$2.17M	Sell	36,727 -2,331	-6%	-$154K	0.14%	73
2021 Q2	$2.61M	Sell	39,058 -4,837	-11%	-$315K	0.16%	64
2021 Q1	$2.77M	Buy	43,895 +317	+0.7%	+$19.7K	0.17%	54
2020 Q4	$2.7M	Sell	43,578 -3,846	-8%	-$236K	0.16%	56
2020 Q3	$2.86M	Sell	47,424 -5,282	-10%	-$318K	0.19%	52
2020 Q2	$3.1M	Sell	52,706 -1,492	-3%	-$89.2K	0.22%	41
2020 Q1	$3.02M	Sell	54,198 -5,925	-10%	-$362K	0.24%	47
2019 Q4	$3.86M	Buy	60,123 +18,664	+45%	+$1.07M	0.23%	51
2019 Q3	$2.1M	Sell	41,459 -2,080	-5%	-$97.8K	0.13%	75
2019 Q2	$1.97M	Sell	43,539 -811	-2%	-$37.8K	0.12%	81
2019 Q1	$2.12M	Buy	44,350 +3,270	+8%	+$163K	0.13%	75
2018 Q4	$2.13M	Sell	41,080 -2,015	-5%	-$108K	0.14%	67
2018 Q3	$2.67M	Buy	43,095 +1,257	+3%	+$74.6K	0.15%	57
2018 Q2	$2.31M	Sell	41,838 -2,803	-6%	-$151K	0.13%	71
2018 Q1	$2.82M	Buy	44,641 +545	+1%	+$35.1K	0.15%	68
2017 Q4	$2.7M	Sell	44,096 -110	-0.2%	-$6.88K	0.14%	72
2017 Q3	$2.82M	Sell	44,206 -537	-1%	-$31.4K	0.15%	69
2017 Q2	$2.49M	Sell	44,743 -280	-0.6%	-$15.2K	0.14%	74
2017 Q1	$2.45M	Buy	45,023 +394	+0.9%	+$21.6K	0.14%	75
2016 Q4	$2.61M	Buy	44,629 +117	+0.3%	+$6.4K	0.17%	66
2016 Q3	$2.4M	Buy	44,512 +3,115	+8%	+$200K	0.16%	69
2016 Q2	$3.04M	Sell	41,397 -4,583	-10%	-$324K	0.21%	54
2016 Q1	$2.94M	Buy	45,980 +3,274	+8%	+$206K	0.2%	61
2015 Q4	$2.52M	Sell	42,706 -2,272	-5%	-$150K	0.18%	74
2015 Q3	$2.66M	Buy	44,978 +4,000	+10%	+$254K	0.18%	61
2015 Q2	$2.73M	Sell	40,978 -1,328	-3%	-$87.5K	0.16%	63
2015 Q1	$2.73M	Sell	42,306 -400	-0.9%	-$25K	0.15%	66
2014 Q4	$2.52M	Buy	42,706 +219	+0.5%	+$12.4K	0.15%	74
2014 Q3	$2.17M	Hold	42,487	–	–	0.13%	73
2014 Q2	$2.06M	Sell	42,487 -4,301	-9%	-$212K	0.12%	83
2014 Q1	$2.43M	Sell	46,788 -3,263	-7%	-$174K	0.15%	76
2013 Q4	$2.66M	Sell	50,051 -535	-1%	-$27.3K	0.17%	74
2013 Q3	$2.34M	Sell	50,586 -4,250	-8%	-$187K	0.17%	77
2013 Q2	$2.45M	Buy	+54,836	New	+$2.38M	0.2%	74