Pin Oak Investment Advisors’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 | – | 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 | +$3K | ﹤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% | 382 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤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% | -$4.12K | 0.02% | 247 |
|
|
2018
Q3 | $28K | Sell |
449
-100
| -18% | -$6.24K | 0.02% | 229 |
|
|
2018
Q2 | $30K | Hold |
549
| – | – | 0.02% | 229 |
|
|
2018
Q1 | $35K | Sell |
549
-100
| -15% | -$6.38K | 0.03% | 217 |
|
|
2017
Q4 | $40K | Buy |
+649
| New | +$40K | 0.03% | 211 |
|