Laird Norton Wetherby Trust Company’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,501
| Closed | -$243K | – | 117 |
|
|
2023
Q1 | $243K | Hold |
3,501
| – | – | 0.03% | 97 |
|
|
2022
Q4 | $252K | Buy |
+3,501
| New | +$252K | 0.04% | 95 |
|
|
2022
Q3 | – | Sell |
-5,593
| Closed | -$433K | – | 78 |
|
|
2022
Q2 | $433K | Sell |
5,593
-2,669
| -32% | -$207K | 0.05% | 66 |
|
|
2022
Q1 | $603K | Sell |
8,262
-178
| -2% | -$13K | 0.06% | 97 |
|
|
2021
Q4 | $526K | Buy |
8,440
+108
| +1% | +$6.73K | 0.05% | 104 |
|
|
2021
Q3 | $493K | Sell |
8,332
-144
| -2% | -$8.52K | 0.05% | 99 |
|
|
2021
Q2 | $566K | Sell |
8,476
-1,294
| -13% | -$86.4K | 0.06% | 81 |
|
|
2021
Q1 | $606K | Hold |
9,770
| – | – | 0.07% | 79 |
|
|
2020
Q4 | $606K | Buy |
+9,770
| New | +$606K | 0.07% | 77 |
|