WhitTier Trust Company’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 | $4.07M | Sell |
87,895
-33
| -0% | -$1.53K | 0.09% | 179 |
|
|
2025
Q1 | $5.36M | Buy |
87,928
+1,124
| +1% | +$68.6K | 0.14% | 146 |
|
|
2024
Q4 | $4.91M | Buy |
86,804
+829
| +1% | +$46.9K | 0.12% | 153 |
|
|
2024
Q3 | $4.45M | Sell |
85,975
-5,685
| -6% | -$294K | 0.11% | 156 |
|
|
2024
Q2 | $3.81M | Buy |
91,660
+1,984
| +2% | +$82.4K | 0.11% | 164 |
|
|
2024
Q1 | $4.86M | Sell |
89,676
-2,030
| -2% | -$110K | 0.14% | 145 |
|
|
2023
Q4 | $4.71M | Sell |
91,706
-2,666
| -3% | -$137K | 0.15% | 143 |
|
|
2023
Q3 | $5.48M | Sell |
94,372
-3,694
| -4% | -$214K | 0.19% | 113 |
|
|
2023
Q2 | $6.27M | Buy |
98,066
+1,131
| +1% | +$72.3K | 0.21% | 111 |
|
|
2023
Q1 | $6.72M | Sell |
96,935
-1,830
| -2% | -$127K | 0.25% | 97 |
|
|
2022
Q4 | $7.11M | Sell |
98,765
-257
| -0.3% | -$18.5K | 0.28% | 83 |
|
|
2022
Q3 | $7.04M | Sell |
99,022
-901
| -0.9% | -$64.1K | 0.3% | 77 |
|
|
2022
Q2 | $7.69M | Sell |
99,923
-1,536
| -2% | -$118K | 0.32% | 75 |
|
|
2022
Q1 | $7.41M | Buy |
101,459
+795
| +0.8% | +$58.1K | 0.27% | 88 |
|
|
2021
Q4 | $6.28M | Sell |
100,664
-6,309
| -6% | -$393K | 0.23% | 104 |
|
|
2021
Q3 | $6.33M | Sell |
106,973
-886
| -0.8% | -$52.4K | 0.26% | 95 |
|
|
2021
Q2 | $7.21M | Sell |
107,859
-487
| -0.4% | -$32.5K | 0.3% | 82 |
|
|
2021
Q1 | $6.84M | Buy |
108,346
+809
| +0.8% | +$51.1K | 0.31% | 81 |
|
|
2020
Q4 | $6.67M | Sell |
107,537
-1,773
| -2% | -$110K | 0.33% | 77 |
|
|
2020
Q3 | $6.59M | Sell |
109,310
-205
| -0.2% | -$12.4K | 0.38% | 66 |
|
|
2020
Q2 | $6.44M | Sell |
109,515
-14,251
| -12% | -$838K | 0.41% | 65 |
|
|
2020
Q1 | $6.9M | Sell |
123,766
-6,985
| -5% | -$389K | 0.53% | 51 |
|
|
2019
Q4 | $8.39M | Buy |
130,751
+15,968
| +14% | +$1.02M | 0.54% | 52 |
|
|
2019
Q3 | $5.82M | Sell |
114,783
-1,519
| -1% | -$77K | 0.41% | 70 |
|
|
2019
Q2 | $5.27M | Sell |
116,302
-7,412
| -6% | -$336K | 0.38% | 74 |
|
|
2019
Q1 | $5.9M | Sell |
123,714
-902
| -0.7% | -$43K | 0.44% | 63 |
|
|
2018
Q4 | $6.48M | Sell |
124,616
-14,816
| -11% | -$770K | 0.54% | 53 |
|
|
2018
Q3 | $8.66M | Sell |
139,432
-847
| -0.6% | -$52.6K | 0.63% | 45 |
|
|
2018
Q2 | $7.76M | Buy |
140,279
+2,053
| +1% | +$114K | 0.61% | 47 |
|
|
2018
Q1 | $8.74M | Buy |
138,226
+7,697
| +6% | +$487K | 0.71% | 37 |
|
|
2017
Q4 | $8M | Buy |
130,529
+7,214
| +6% | +$442K | 0.68% | 39 |
|
|
2017
Q3 | $7.86M | Buy |
123,315
+7,114
| +6% | +$453K | 0.73% | 37 |
|
|
2017
Q2 | $6.47M | Buy |
116,201
+1,598
| +1% | +$89K | 0.63% | 46 |
|
|
2017
Q1 | $6.23M | Sell |
114,603
-8,049
| -7% | -$438K | 0.62% | 47 |
|
|
2016
Q4 | $7.17M | Buy |
122,652
+11,603
| +10% | +$678K | 0.76% | 36 |
|
|
2016
Q3 | $5.99M | Buy |
111,049
+250
| +0.2% | +$13.5K | 0.68% | 44 |
|
|
2016
Q2 | $8.15M | Sell |
110,799
-670
| -0.6% | -$49.3K | 0.93% | 22 |
|
|
2016
Q1 | $7.12M | Sell |
111,469
-2,345
| -2% | -$150K | 0.83% | 35 |
|
|
2015
Q4 | $7.83M | Buy |
113,814
+7,519
| +7% | +$517K | 0.92% | 24 |
|
|
2015
Q3 | $6.29M | Sell |
106,295
-331
| -0.3% | -$19.6K | 0.77% | 33 |
|
|
2015
Q2 | $7.1M | Sell |
106,626
-2,372
| -2% | -$158K | 0.79% | 30 |
|
|
2015
Q1 | $7.03M | Sell |
108,998
-192
| -0.2% | -$12.4K | 0.78% | 31 |
|
|
2014
Q4 | $6.44M | Buy |
109,190
+1,000
| +0.9% | +$59K | 0.72% | 40 |
|
|
2014
Q3 | $5.54M | Sell |
108,190
-2,488
| -2% | -$127K | 0.64% | 50 |
|
|
2014
Q2 | $5.37M | Sell |
110,678
-4,295
| -4% | -$208K | 0.6% | 54 |
|
|
2014
Q1 | $5.97M | Sell |
114,973
-1,779
| -2% | -$92.4K | 0.7% | 42 |
|
|
2013
Q4 | $6.21M | Sell |
116,752
-4,125
| -3% | -$219K | 0.75% | 38 |
|
|
2013
Q3 | $5.59M | Sell |
120,877
-2,900
| -2% | -$134K | 0.75% | 37 |
|
|
2013
Q2 | $5.53M | Buy |
+123,777
| New | +$5.53M | 0.8% | 34 |
|