Klingman & Associates’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 | – | Sell |
-3,323
| Closed | -$203K | – | 316 |
|
|
2025
Q1 | $203K | Buy |
+3,323
| New | +$203K | 0.01% | 258 |
|
|
2016
Q4 | – | Sell |
-1,933
| Closed | -$104K | – | 125 |
|
|
2016
Q3 | $104K | Hold |
1,933
| – | – | 0.03% | 137 |
|
|
2016
Q2 | $142K | Hold |
1,933
| – | – | 0.05% | 112 |
|
|
2016
Q1 | $123K | Hold |
1,933
| – | – | 0.04% | 118 |
|
|
2015
Q4 | $133K | Hold |
1,933
| – | – | 0.05% | 138 |
|
|
2015
Q3 | $114K | Sell |
1,933
-328
| -15% | -$19.3K | 0.04% | 145 |
|
|
2015
Q2 | $150K | Hold |
2,261
| – | – | 0.06% | 98 |
|
|
2015
Q1 | $146K | Hold |
2,261
| – | – | 0.06% | 99 |
|
|
2014
Q4 | $133K | Buy |
+2,261
| New | +$133K | 0.06% | 105 |
|