Laird Norton Wetherby Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Sell |
40,994
-1,203
| -3% | -$56.2K | 0.08% | 241 |
|
|
2025
Q2 | $1.95M | Buy |
+42,197
| New | +$2.07M | 0.09% | 227 |
|
|
2024
Q4 | $2.54M | Buy |
44,911
+2,269
| +5% | +$127K | 0.12% | 159 |
|
|
2024
Q3 | $2.21M | Buy |
42,642
+4,315
| +11% | +$202K | 0.1% | 206 |
|
|
2024
Q2 | $1.59M | Sell |
38,327
-12,911
| -25% | -$578K | 0.08% | 252 |
|
|
2024
Q1 | $2.78M | Sell |
51,238
-6,262
| -11% | -$319K | 0.13% | 147 |
|
|
2023
Q4 | $2.95M | Sell |
57,500
-7,929
| -12% | -$416K | 0.15% | 125 |
|
|
2023
Q3 | $3.8M | Sell |
65,429
-2,477
| -4% | -$152K | 0.22% | 81 |
|
|
2023
Q2 | $4.34M | Sell |
67,906
-1,725
| -2% | -$116K | 0.23% | 74 |
|
|
2023
Q1 | $4.83M | Sell |
69,631
-4,836
| -6% | -$341K | 0.28% | 62 |
|
|
2022
Q4 | $5.36M | Buy |
74,467
+3,353
| +5% | +$253K | 0.34% | 51 |
|
|
2022
Q3 | $5.06M | Buy |
71,114
+3,528
| +5% | +$256K | 0.36% | 49 |
|
|
2022
Q2 | $5.2M | Buy |
67,586
+3,675
| +6% | +$280K | 0.36% | 44 |
|
|
2022
Q1 | $4.67M | Buy |
63,911
+4,242
| +7% | +$285K | 0.27% | 62 |
|
|
2021
Q4 | $3.72M | Sell |
59,669
-2,637
| -4% | -$155K | 0.21% | 92 |
|
|
2021
Q3 | $3.69M | Sell |
62,306
-41
| -0.1% | -$2.7K | 0.23% | 78 |
|
|
2021
Q2 | $4.17M | Buy |
62,347
+2,729
| +5% | +$178K | 0.25% | 73 |
|
|
2021
Q1 | $3.76M | Sell |
59,618
-3,929
| -6% | -$244K | 0.29% | 65 |
|
|
2020
Q4 | $3.94M | Buy |
63,547
+272
| +0.4% | +$16.7K | 0.27% | 68 |
|
|
2020
Q3 | $3.81M | Buy |
63,275
+1,402
| +2% | +$84.4K | 0.34% | 56 |
|
|
2020
Q2 | $3.64M | Buy |
61,873
+2,643
| +4% | +$158K | 0.34% | 55 |
|
|
2020
Q1 | $3.3M | Buy |
59,230
+10,833
| +22% | +$662K | 0.37% | 55 |
|
|
2019
Q4 | $3.11M | Buy |
48,397
+2,305
| +5% | +$132K | 0.31% | 70 |
|
|
2019
Q3 | $2.34M | Buy |
46,092
+801
| +2% | +$37.6K | 0.24% | 90 |
|
|
2019
Q2 | $2.05M | Buy |
45,291
+761
| +2% | +$35.4K | 0.22% | 102 |
|
|
2019
Q1 | $2.12M | Sell |
44,530
-1,011
| -2% | -$50.4K | 0.26% | 83 |
|
|
2018
Q4 | $2.37M | Sell |
45,541
-2,683
| -6% | -$144K | 0.33% | 66 |
|
|
2018
Q3 | $2.99M | Buy |
48,224
+2,006
| +4% | +$119K | 0.37% | 59 |
|
|
2018
Q2 | $2.56M | Sell |
46,218
-5,147
| -10% | -$278K | 0.35% | 64 |
|
|
2018
Q1 | $3.25M | Buy |
51,365
+1,126
| +2% | +$72.4K | 0.45% | 40 |
|
|
2017
Q4 | $3.08M | Buy |
50,239
+231
| +0.5% | +$14.4K | 0.43% | 47 |
|
|
2017
Q3 | $3.19M | Buy |
50,008
+1,803
| +4% | +$105K | 0.47% | 42 |
|
|
2017
Q2 | $2.69M | Buy |
48,205
+92
| +0.2% | +$5.01K | 0.46% | 42 |
|
|
2017
Q1 | $2.62M | Sell |
48,113
-372
| -0.8% | -$20.4K | 0.47% | 39 |
|
|
2016
Q4 | $2.83M | Buy |
48,485
+3,192
| +7% | +$175K | 0.55% | 30 |
|
|
2016
Q3 | $2.44M | Sell |
45,293
-2,564
| -5% | -$165K | 0.49% | 40 |
|
|
2016
Q2 | $3.52M | Sell |
47,857
-680
| -1% | -$48K | 0.78% | 23 |
|
|
2016
Q1 | $3.1M | Buy |
48,537
+645
| +1% | +$40.7K | 0.73% | 25 |
|
|
2015
Q4 | $3.29M | Buy |
47,892
+116
| +0.2% | +$7.67K | 0.79% | 22 |
|
|
2015
Q3 | $2.83M | Buy |
47,776
+1,447
| +3% | +$91.8K | 0.72% | 25 |
|
|
2015
Q2 | $3.08M | Buy |
46,329
+942
| +2% | +$62.1K | 0.74% | 22 |
|
|
2015
Q1 | $2.93M | Buy |
45,387
+1,535
| +4% | +$96.1K | 0.71% | 22 |
|
|
2014
Q4 | $2.59M | Buy |
43,852
+1,608
| +4% | +$90.7K | 0.65% | 26 |
|
|
2014
Q3 | $2.16M | Buy |
42,244
+136
| +0.3% | +$6.79K | 0.6% | 26 |
|
|
2014
Q2 | $2.04M | Sell |
42,108
-826
| -2% | -$40.7K | 0.58% | 30 |
|
|
2014
Q1 | $2.23M | Sell |
42,934
-127
| -0.3% | -$6.76K | 0.64% | 27 |
|
|
2013
Q4 | $2.29M | Sell |
43,061
-85
| -0.2% | -$4.33K | 0.65% | 27 |
|
|
2013
Q3 | $2M | Buy |
43,146
+215
| +0.5% | +$9.44K | 0.62% | 31 |
|
|
2013
Q2 | $1.92M | Buy |
+42,931
| New | +$1.86M | 0.67% | 29 |
|
Other funds holding BMY
