Obermeyer Wealth Partners’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 | $580K | Sell |
12,531
-559
| -4% | -$25.9K | 0.03% | 145 |
|
|
2025
Q1 | $798K | Buy |
13,090
+2,904
| +29% | +$177K | 0.04% | 114 |
|
|
2024
Q4 | $576K | Sell |
10,186
-1
| -0% | -$57 | 0.03% | 137 |
|
|
2024
Q3 | $527K | Sell |
10,187
-250
| -2% | -$12.9K | 0.03% | 150 |
|
|
2024
Q2 | $433K | Sell |
10,437
-600
| -5% | -$24.9K | 0.02% | 158 |
|
|
2024
Q1 | $599K | Sell |
11,037
-148
| -1% | -$8.03K | 0.04% | 129 |
|
|
2023
Q4 | $574K | Buy |
11,185
+450
| +4% | +$23.1K | 0.04% | 106 |
|
|
2023
Q3 | $623K | Buy |
10,735
+384
| +4% | +$22.3K | 0.05% | 98 |
|
|
2023
Q2 | $662K | Sell |
10,351
-215
| -2% | -$13.7K | 0.05% | 98 |
|
|
2023
Q1 | $732K | Sell |
10,566
-7,635
| -42% | -$529K | 0.05% | 85 |
|
|
2022
Q4 | $1.31M | Hold |
18,201
| – | – | 0.1% | 63 |
|
|
2022
Q3 | $1.29M | Buy |
18,201
+5,592
| +44% | +$398K | 0.1% | 61 |
|
|
2022
Q2 | $971K | Hold |
12,609
| – | – | 0.07% | 71 |
|
|
2022
Q1 | $921K | Buy |
12,609
+1,000
| +9% | +$73K | 0.06% | 79 |
|
|
2021
Q4 | $724K | Sell |
11,609
-2,043
| -15% | -$127K | 0.04% | 98 |
|
|
2021
Q3 | $808K | Sell |
13,652
-2,108
| -13% | -$125K | 0.04% | 83 |
|
|
2021
Q2 | $1.05M | Sell |
15,760
-1,183
| -7% | -$79K | 0.06% | 76 |
|
|
2021
Q1 | $1.07M | Sell |
16,943
-8,775
| -34% | -$554K | 0.07% | 73 |
|
|
2020
Q4 | $1.6M | Sell |
25,718
-1,700
| -6% | -$105K | 0.11% | 52 |
|
|
2020
Q3 | $1.65M | Sell |
27,418
-5,615
| -17% | -$339K | 0.12% | 48 |
|
|
2020
Q2 | $1.94M | Sell |
33,033
-362
| -1% | -$21.3K | 0.16% | 43 |
|
|
2020
Q1 | $1.86M | Sell |
33,395
-4,805
| -13% | -$268K | 0.2% | 40 |
|
|
2019
Q4 | $2.45M | Buy |
38,200
+26,687
| +232% | +$1.71M | 0.22% | 43 |
|
|
2019
Q3 | $584K | Sell |
11,513
-4,087
| -26% | -$207K | 0.05% | 70 |
|
|
2019
Q2 | $707K | Sell |
15,600
-350
| -2% | -$15.9K | 0.06% | 64 |
|
|
2019
Q1 | $761K | Sell |
15,950
-997
| -6% | -$47.6K | 0.07% | 60 |
|
|
2018
Q4 | $881K | Sell |
16,947
-750
| -4% | -$39K | 0.09% | 56 |
|
|
2018
Q3 | $1.1M | Sell |
17,697
-703
| -4% | -$43.7K | 0.09% | 52 |
|
|
2018
Q2 | $1.02M | Sell |
18,400
-1,079
| -6% | -$59.7K | 0.09% | 54 |
|
|
2018
Q1 | $1.23M | Sell |
19,479
-891
| -4% | -$56.4K | 0.11% | 45 |
|
|
2017
Q4 | $1.25M | Buy |
20,370
+551
| +3% | +$33.8K | 0.11% | 50 |
|
|
2017
Q3 | $1.26M | Buy |
19,819
+4,805
| +32% | +$306K | 0.11% | 50 |
|
|
2017
Q2 | $837K | Buy |
15,014
+300
| +2% | +$16.7K | 0.07% | 62 |
|
|
2017
Q1 | $800K | Sell |
14,714
-931
| -6% | -$50.6K | 0.07% | 62 |
|
|
2016
Q4 | $914K | Sell |
15,645
-3,079
| -16% | -$180K | 0.09% | 58 |
|
|
2016
Q3 | $1.01M | Sell |
18,724
-636
| -3% | -$34.3K | 0.1% | 54 |
|
|
2016
Q2 | $1.42M | Sell |
19,360
-1,310
| -6% | -$96.4K | 0.14% | 48 |
|
|
2016
Q1 | $1.32M | Sell |
20,670
-275
| -1% | -$17.6K | 0.12% | 49 |
|
|
2015
Q4 | $1.44M | Hold |
20,945
| – | – | 0.13% | 45 |
|
|
2015
Q3 | $1.24M | Sell |
20,945
-313
| -1% | -$18.5K | 0.13% | 45 |
|
|
2015
Q2 | $1.42M | Sell |
21,258
-325
| -2% | -$21.6K | 0.12% | 52 |
|
|
2015
Q1 | $1.39M | Sell |
21,583
-1,380
| -6% | -$89K | 0.11% | 64 |
|
|
2014
Q4 | $1.36M | Buy |
22,963
+476
| +2% | +$28.1K | 0.12% | 67 |
|
|
2014
Q3 | $1.15M | Buy |
22,487
+560
| +3% | +$28.7K | 0.28% | 31 |
|
|
2014
Q2 | $1.06M | Sell |
21,927
-100
| -0.5% | -$4.85K | 0.26% | 32 |
|
|
2014
Q1 | $1.14M | Sell |
22,027
-2,805
| -11% | -$146K | 0.29% | 31 |
|
|
2013
Q4 | $1.32M | Hold |
24,832
| – | – | 0.34% | 32 |
|
|
2013
Q3 | $1.15M | Sell |
24,832
-490
| -2% | -$22.7K | 0.32% | 32 |
|
|
2013
Q2 | $1.13M | Buy |
+25,322
| New | +$1.13M | 0.31% | 32 |
|