LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
13,803
-355
| -3% | -$16.4K | 0.01% | 191 |
|
|
2025
Q1 | $687K | Hold |
14,158
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $858K | Sell |
14,158
-5,430
| -28% | -$329K | 0.01% | 177 |
|
|
2024
Q3 | $1.04M | Sell |
19,588
-610
| -3% | -$32.3K | 0.01% | 160 |
|
|
2024
Q2 | $832K | Sell |
20,198
-2,164
| -10% | -$89.2K | 0.01% | 165 |
|
|
2024
Q1 | $1.1M | Sell |
22,362
-10,599
| -32% | -$521K | 0.01% | 141 |
|
|
2023
Q4 | $1.61M | Sell |
32,961
-13,855
| -30% | -$677K | 0.02% | 125 |
|
|
2023
Q3 | $2.39M | Sell |
46,816
-5,914
| -11% | -$302K | 0.03% | 104 |
|
|
2023
Q2 | $3.37M | Sell |
52,730
-635
| -1% | -$40.6K | 0.04% | 94 |
|
|
2023
Q1 | $3.7M | Sell |
53,365
-1,287
| -2% | -$89.2K | 0.04% | 95 |
|
|
2022
Q4 | $3.93M | Sell |
54,652
-243
| -0.4% | -$17.5K | 0.05% | 91 |
|
|
2022
Q3 | $3.9M | Sell |
54,895
-199
| -0.4% | -$14.1K | 0.05% | 87 |
|
|
2022
Q2 | $4.24M | Buy |
55,094
+1,203
| +2% | +$92.6K | 0.05% | 90 |
|
|
2022
Q1 | $3.94M | Buy |
53,891
+5,568
| +12% | +$407K | 0.04% | 97 |
|
|
2021
Q4 | $3.01M | Sell |
48,323
-200
| -0.4% | -$12.5K | 0.03% | 107 |
|
|
2021
Q3 | $2.87M | Sell |
48,523
-1,831
| -4% | -$108K | 0.03% | 103 |
|
|
2021
Q2 | $3.37M | Buy |
50,354
+3,551
| +8% | +$237K | 0.03% | 101 |
|
|
2021
Q1 | $2.96M | Sell |
46,803
-8,420
| -15% | -$532K | 0.03% | 103 |
|
|
2020
Q4 | $3.43M | Sell |
55,223
-2,855
| -5% | -$177K | 0.04% | 100 |
|
|
2020
Q3 | $3.5M | Sell |
58,078
-1,765
| -3% | -$106K | 0.04% | 93 |
|
|
2020
Q2 | $3.52M | Sell |
59,843
-408
| -0.7% | -$24K | 0.05% | 92 |
|
|
2020
Q1 | $3.36M | Sell |
60,251
-422
| -0.7% | -$23.5K | 0.06% | 86 |
|
|
2019
Q4 | $3.9M | Buy |
60,673
+30,151
| +99% | +$1.94M | 0.05% | 91 |
|
|
2019
Q3 | $1.55M | Buy |
30,522
+2,359
| +8% | +$120K | 0.02% | 128 |
|
|
2019
Q2 | $1.28M | Sell |
28,163
-41
| -0.1% | -$1.86K | 0.02% | 139 |
|
|
2019
Q1 | $1.35M | Sell |
28,204
-1,386
| -5% | -$66.1K | 0.02% | 138 |
|
|
2018
Q4 | $1.54M | Sell |
29,590
-2,264
| -7% | -$118K | 0.03% | 125 |
|
|
2018
Q3 | $1.98M | Hold |
31,854
| – | – | 0.03% | 126 |
|
|
2018
Q2 | $1.76M | Sell |
31,854
-1,946
| -6% | -$108K | 0.03% | 131 |
|
|
2018
Q1 | $2.14M | Sell |
33,800
-875
| -3% | -$55.3K | 0.04% | 122 |
|
|
2017
Q4 | $2.13M | Sell |
34,675
-665
| -2% | -$40.8K | 0.04% | 123 |
|
|
2017
Q3 | $2.25M | Buy |
35,340
+325
| +0.9% | +$20.7K | 0.04% | 116 |
|
|
2017
Q2 | $1.99M | Hold |
35,015
| – | – | 0.04% | 120 |
|
|
2017
Q1 | $1.91M | Sell |
35,015
-1,214
| -3% | -$66K | 0.04% | 119 |
|
|
2016
Q4 | $2.12M | Buy |
36,229
+590
| +2% | +$34.5K | 0.05% | 113 |
|
|
2016
Q3 | $1.92M | Buy |
35,639
+10,125
| +40% | +$546K | 0.04% | 118 |
|
|
2016
Q2 | $1.88M | Buy |
25,514
+4,320
| +20% | +$318K | 0.04% | 118 |
|
|
2016
Q1 | $1.35M | Hold |
21,194
| – | – | 0.03% | 135 |
|
|
2015
Q4 | $1.46M | Buy |
21,194
+6,121
| +41% | +$421K | 0.04% | 132 |
|
|
2015
Q3 | $1M | Hold |
15,073
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $1M | Sell |
15,073
-1,508
| -9% | -$100K | 0.03% | 155 |
|
|
2015
Q1 | $1.07M | Sell |
16,581
-1,845
| -10% | -$119K | 0.03% | 152 |
|
|
2014
Q4 | $1.09M | Sell |
18,426
-2,708
| -13% | -$160K | 0.03% | 149 |
|
|
2014
Q3 | $1.08M | Buy |
21,134
+480
| +2% | +$24.6K | 0.03% | 145 |
|
|
2014
Q2 | $1M | Sell |
20,654
-916
| -4% | -$44.4K | 0.03% | 149 |
|
|
2014
Q1 | $1.12M | Buy |
21,570
+1,468
| +7% | +$76.3K | 0.03% | 141 |
|
|
2013
Q4 | $1.07M | Buy |
20,102
+6,650
| +49% | +$353K | 0.03% | 144 |
|
|
2013
Q3 | $623K | Sell |
13,452
-1,115
| -8% | -$51.6K | 0.02% | 170 |
|
|
2013
Q2 | $651K | Buy |
+14,567
| New | +$651K | 0.02% | 176 |
|