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POIA
Pin Oak Investment Advisors’s
Bristol-Myers Squibb
BMY
Stock Holding History
Pin Oak Investment Advisors’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-44
Closed
-$3K
–
452
2025
Q1
$3K
Hold
44
–
–
﹤0.01%
397
2024
Q4
$2K
Hold
44
–
–
﹤0.01%
428
2024
Q3
$2K
Hold
44
–
–
﹤0.01%
431
2024
Q2
$2K
Hold
44
–
–
﹤0.01%
425
2024
Q1
$2K
Hold
44
–
–
﹤0.01%
422
2023
Q4
$2K
Hold
44
–
–
﹤0.01%
429
2023
Q3
$3K
Hold
44
–
–
﹤0.01%
414
2023
Q2
$3K
Buy
+44
New
+$2.95K
﹤0.01%
401
2021
Q3
–
Sell
-11
Closed
-$1K
–
405
2021
Q2
$1K
Hold
11
–
–
﹤0.01%
384
2021
Q1
$1K
Hold
11
–
–
﹤0.01%
384
2020
Q4
$1K
Buy
+11
New
+$676
﹤0.01%
403
2019
Q2
–
Sell
-369
Closed
-$18K
–
465
2019
Q1
$18K
Hold
369
–
–
0.01%
263
2018
Q4
$19K
Sell
369
-80
-18%
-$4.3K
0.02%
247
2018
Q3
$28K
Sell
449
-100
-18%
-$5.93K
0.02%
229
2018
Q2
$30K
Hold
549
–
–
0.02%
229
2018
Q1
$35K
Sell
549
-100
-15%
-$6.43K
0.03%
217
2017
Q4
$40K
Buy
+649
New
+$40.6K
0.03%
211
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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