Douglass Winthrop 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 | $1.65M | Sell |
35,712
-500
| -1% | -$23.1K | 0.03% | 117 |
|
2025
Q1 | $2.21M | Sell |
36,212
-3,185
| -8% | -$194K | 0.04% | 103 |
|
2024
Q4 | $2.23M | Buy |
39,397
+2,217
| +6% | +$125K | 0.04% | 104 |
|
2024
Q3 | $1.92M | Sell |
37,180
-472
| -1% | -$24.4K | 0.04% | 106 |
|
2024
Q2 | $1.56M | Sell |
37,652
-4,364
| -10% | -$181K | 0.03% | 108 |
|
2024
Q1 | $2.28M | Sell |
42,016
-4,903
| -10% | -$266K | 0.05% | 98 |
|
2023
Q4 | $2.41M | Sell |
46,919
-200
| -0.4% | -$10.3K | 0.05% | 88 |
|
2023
Q3 | $2.73M | Sell |
47,119
-146
| -0.3% | -$8.47K | 0.07% | 85 |
|
2023
Q2 | $3.02M | Hold |
47,265
| – | – | 0.07% | 84 |
|
2023
Q1 | $3.28M | Buy |
47,265
+8,150
| +21% | +$565K | 0.09% | 79 |
|
2022
Q4 | $2.81M | Sell |
39,115
-582
| -1% | -$41.9K | 0.08% | 84 |
|
2022
Q3 | $2.82M | Sell |
39,697
-1,000
| -2% | -$71.1K | 0.09% | 79 |
|
2022
Q2 | $3.13M | Sell |
40,697
-500
| -1% | -$38.5K | 0.09% | 79 |
|
2022
Q1 | $3.01M | Sell |
41,197
-72
| -0.2% | -$5.26K | 0.07% | 84 |
|
2021
Q4 | $2.57M | Sell |
41,269
-432
| -1% | -$26.9K | 0.06% | 98 |
|
2021
Q3 | $2.47M | Buy |
41,701
+4,333
| +12% | +$256K | 0.06% | 100 |
|
2021
Q2 | $2.5M | Buy |
37,368
+1,566
| +4% | +$105K | 0.06% | 102 |
|
2021
Q1 | $2.26M | Buy |
35,802
+1,085
| +3% | +$68.5K | 0.06% | 102 |
|
2020
Q4 | $2.15M | Sell |
34,717
-753
| -2% | -$46.7K | 0.06% | 90 |
|
2020
Q3 | $2.14M | Sell |
35,470
-5,048
| -12% | -$304K | 0.07% | 83 |
|
2020
Q2 | $2.38M | Buy |
40,518
+731
| +2% | +$43K | 0.09% | 77 |
|
2020
Q1 | $2.22M | Sell |
39,787
-3,720
| -9% | -$207K | 0.1% | 75 |
|
2019
Q4 | $2.79M | Buy |
43,507
+8,284
| +24% | +$532K | 0.1% | 79 |
|
2019
Q3 | $1.79M | Sell |
35,223
-428
| -1% | -$21.7K | 0.07% | 96 |
|
2019
Q2 | $1.62M | Sell |
35,651
-4,010
| -10% | -$182K | 0.07% | 97 |
|
2019
Q1 | $1.89M | Sell |
39,661
-8,250
| -17% | -$394K | 0.08% | 89 |
|
2018
Q4 | $2.49M | Buy |
47,911
+10,446
| +28% | +$543K | 0.12% | 84 |
|
2018
Q3 | $2.33M | Buy |
37,465
+6,408
| +21% | +$398K | 0.1% | 89 |
|
2018
Q2 | $1.72M | Sell |
31,057
-2,390
| -7% | -$132K | 0.08% | 113 |
|
2018
Q1 | $2.12M | Sell |
33,447
-134
| -0.4% | -$8.48K | 0.1% | 104 |
|
2017
Q4 | $2.06M | Sell |
33,581
-600
| -2% | -$36.8K | 0.11% | 88 |
|
2017
Q3 | $2.18M | Sell |
34,181
-7,528
| -18% | -$480K | 0.13% | 86 |
|
2017
Q2 | $2.32M | Sell |
41,709
-6,400
| -13% | -$357K | 0.14% | 78 |
|
2017
Q1 | $2.62M | Buy |
48,109
+14,700
| +44% | +$799K | 0.16% | 73 |
|
2016
Q4 | $1.95M | Buy |
33,409
+180
| +0.5% | +$10.5K | 0.13% | 78 |
|
2016
Q3 | $1.79M | Hold |
33,229
| – | – | 0.12% | 83 |
|
2016
Q2 | $2.44M | Sell |
33,229
-599
| -2% | -$44.1K | 0.17% | 70 |
|
2016
Q1 | $2.16M | Buy |
33,828
+800
| +2% | +$51.1K | 0.16% | 77 |
|
2015
Q4 | $2.27M | Buy |
33,028
+900
| +3% | +$61.9K | 0.17% | 83 |
|
2015
Q3 | $1.9M | Buy |
32,128
+994
| +3% | +$58.8K | 0.15% | 85 |
|
2015
Q2 | $2.01M | Hold |
31,134
| – | – | 0.16% | 84 |
|
2015
Q1 | $2.01M | Sell |
31,134
-7,280
| -19% | -$470K | 0.16% | 84 |
|
2014
Q4 | $2.27M | Sell |
38,414
-1,323
| -3% | -$78.1K | 0.2% | 68 |
|
2014
Q3 | $2.03M | Buy |
39,737
+766
| +2% | +$39.2K | 0.19% | 69 |
|
2014
Q2 | $1.89M | Buy |
38,971
+100
| +0.3% | +$4.85K | 0.17% | 64 |
|
2014
Q1 | $2.02M | Buy |
38,871
+664
| +2% | +$34.5K | 0.2% | 62 |
|
2013
Q4 | $2.03M | Buy |
38,207
+850
| +2% | +$45.2K | 0.21% | 61 |
|
2013
Q3 | $1.73M | Buy |
37,357
+3,613
| +11% | +$167K | 0.2% | 64 |
|
2013
Q2 | $1.51M | Buy |
+33,744
| New | +$1.51M | 0.18% | 67 |
|