Corient 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 | $24M | Sell |
519,063
-15,765
| -3% | -$729K | 0.03% | 394 |
|
|
2025
Q1 | $32.6M | Sell |
534,828
-77,840
| -13% | -$4.75M | 0.05% | 299 |
|
|
2024
Q4 | $34.7M | Sell |
612,668
-14,839
| -2% | -$839K | 0.06% | 283 |
|
|
2024
Q3 | $32.5M | Sell |
627,507
-38,977
| -6% | -$2.02M | 0.05% | 309 |
|
|
2024
Q2 | $27.7M | Sell |
666,484
-113,062
| -15% | -$4.7M | 0.05% | 325 |
|
|
2024
Q1 | $42.3M | Buy |
779,546
+2,694
| +0.3% | +$146K | 0.08% | 253 |
|
|
2023
Q4 | $39.9M | Sell |
776,852
-338,967
| -30% | -$17.4M | 0.07% | 258 |
|
|
2023
Q3 | $64.8M | Buy |
1,115,819
+26,714
| +2% | +$1.55M | 0.15% | 157 |
|
|
2023
Q2 | $69.6M | Buy |
1,089,105
+215,140
| +25% | +$13.8M | 0.16% | 144 |
|
|
2023
Q1 | $60.5M | Buy |
873,965
+276,587
| +46% | +$19.2M | 0.16% | 141 |
|
|
2022
Q4 | $43M | Buy |
+597,378
| New | +$43M | 0.16% | 150 |
|