West Oak Capital’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $672 | Hold |
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|
2025
Q2 | $690 | Hold |
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|
2025
Q1 | $909 | Hold |
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|
2024
Q4 | $843K | Hold |
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|
2024
Q3 | $771 | Sell |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $187K | Hold |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $319K | Hold |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $595K | Buy |
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|
2018
Q2 | $523K | Buy |
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|
2018
Q1 | $595K | Sell |
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|
2017
Q4 | $631K | Buy |
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|
2017
Q3 | $656K | Buy |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $241K | Hold |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $303K | Hold |
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|
2016
Q1 | $264K | Hold |
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|
2015
Q4 | $284K | Hold |
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|
2015
Q3 | $244K | Hold |
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|
2015
Q2 | $274K | Sell |
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|
2015
Q1 | $318K | Sell |
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|
2014
Q4 | $297K | Sell |
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|
2014
Q3 | $270K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $274K | Sell |
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|
2013
Q4 | $311K | Hold |
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|
2013
Q3 | $271K | Hold |
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|
2013
Q2 | $261K | Buy |
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