Sanders Morris Harris’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 | $278K | Sell |
6,000
-12,107
| -67% | -$560K | 0.07% | 109 |
|
|
2025
Q1 | $1.09M | Sell |
18,107
-30
| -0.2% | -$1.8K | 0.17% | 82 |
|
|
2024
Q4 | $1.03M | Sell |
18,137
-1,000
| -5% | -$56.9K | 0.15% | 100 |
|
|
2024
Q3 | $990K | Sell |
19,137
-13,314
| -41% | -$689K | 0.16% | 91 |
|
|
2024
Q2 | $1.35M | Buy |
32,451
+12,807
| +65% | +$532K | 0.22% | 63 |
|
|
2024
Q1 | $1.07M | Buy |
19,644
+7,187
| +58% | +$390K | 0.2% | 79 |
|
|
2023
Q4 | $645K | Sell |
12,457
-57,657
| -82% | -$2.99M | 0.32% | 91 |
|
|
2023
Q3 | $4.04M | Buy |
70,114
+33,000
| +89% | +$1.9M | 0.83% | 20 |
|
|
2023
Q2 | $2.38M | Buy |
37,114
+12,107
| +48% | +$776K | 0.53% | 25 |
|
|
2023
Q1 | $1.73M | Sell |
25,007
-12,107
| -33% | -$839K | 0.61% | 18 |
|
|
2022
Q4 | $2.67M | Sell |
37,114
-2,250
| -6% | -$162K | 1.01% | 17 |
|
|
2022
Q3 | $2.79M | Sell |
39,364
-137
| -0.3% | -$9.72K | 0.68% | 25 |
|
|
2022
Q2 | $3.04M | Sell |
39,501
-1,000
| -2% | -$77K | 0.67% | 28 |
|
|
2022
Q1 | $2.96M | Buy |
40,501
+137
| +0.3% | +$10K | 0.58% | 32 |
|
|
2021
Q4 | $2.51M | Sell |
40,364
-500
| -1% | -$31.1K | 0.43% | 44 |
|
|
2021
Q3 | $2.42M | Hold |
40,864
| – | – | 0.44% | 45 |
|
|
2021
Q2 | $2.73M | Sell |
40,864
-20
| -0% | -$1.34K | 0.53% | 38 |
|
|
2021
Q1 | $2.57M | Hold |
40,884
| – | – | 0.54% | 40 |
|
|
2020
Q4 | $2.57M | Sell |
40,884
-535
| -1% | -$33.7K | 0.59% | 41 |
|
|
2020
Q3 | $2.51M | Buy |
41,419
+8,554
| +26% | +$518K | 0.68% | 36 |
|
|
2020
Q2 | $1.93M | Buy |
32,865
+8,937
| +37% | +$525K | 0.94% | 19 |
|
|
2020
Q1 | $472K | Sell |
23,928
-6,836
| -22% | -$135K | 0.46% | 51 |
|
|
2019
Q4 | $1.79M | Buy |
30,764
+3,140
| +11% | +$182K | 0.41% | 67 |
|
|
2019
Q3 | $1.37M | Buy |
27,624
+60
| +0.2% | +$2.98K | 0.33% | 74 |
|
|
2019
Q2 | $1.26M | Buy |
27,564
+17,237
| +167% | +$789K | 0.33% | 72 |
|
|
2019
Q1 | $493K | Sell |
10,327
-2,945
| -22% | -$141K | 0.24% | 58 |
|
|
2018
Q4 | $689K | Hold |
13,272
| – | – | 0.38% | 46 |
|
|
2018
Q3 | $824K | Sell |
13,272
-1,155
| -8% | -$71.7K | 0.39% | 49 |
|
|
2018
Q2 | $798K | Hold |
14,427
| – | – | 0.37% | 49 |
|
|
2018
Q1 | $913K | Sell |
14,427
-283
| -2% | -$17.9K | 0.38% | 45 |
|
|
2017
Q4 | $901K | Buy |
14,710
+150
| +1% | +$9.19K | 0.38% | 41 |
|
|
2017
Q3 | $928K | Buy |
14,560
+7,950
| +120% | +$507K | 0.4% | 53 |
|
|
2017
Q2 | $369K | Hold |
6,610
| – | – | 0.15% | 79 |
|
|
2017
Q1 | $360K | Buy |
+6,610
| New | +$360K | 0.13% | 92 |
|
|
2016
Q4 | – | Sell |
-10,850
| Closed | -$585K | – | 131 |
|
|
2016
Q3 | $585K | Buy |
10,850
+5,279
| +95% | +$285K | 0.18% | 78 |
|
|
2016
Q2 | $410K | Sell |
5,571
-6,497
| -54% | -$478K | 0.1% | 156 |
|
|
2016
Q1 | $771K | Buy |
+12,068
| New | +$771K | 0.13% | 148 |
|