Aptus Capital Advisors’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
2026 Q1	$8.67M	Buy	143,031 +77,138	+117%	+$4.5M	0.07%	248
2025 Q4	$3.55M	Buy	65,893 +4,419	+7%	+$213K	0.03%	369
2025 Q3	$2.77M	Sell	61,474 -4,077	-6%	-$190K	0.03%	388
2025 Q2	$3.03M	Sell	65,551 -246,308	-79%	-$12.1M	0.03%	362
2025 Q1	$19M	Buy	311,859 +24,653	+9%	+$1.44M	0.22%	109
2024 Q4	$16.2M	Buy	287,206 +265,468	+1,221%	+$14.8M	0.19%	114
2024 Q3	$1.12M	Buy	21,738 +4,421	+26%	+$207K	0.02%	390
2024 Q2	$719K	Buy	17,317 +559	+3%	+$25K	0.01%	446
2024 Q1	$909K	Buy	16,758 +2,305	+16%	+$117K	0.02%	408
2023 Q4	$742K	Sell	14,453 -43,854	-75%	-$2.3M	0.02%	325
2023 Q3	$3.38M	Buy	58,307 +932	+2%	+$57.1K	0.1%	168
2023 Q2	$3.67M	Sell	57,375 -3,274	-5%	-$220K	0.11%	174
2023 Q1	$4.2M	Buy	60,649 +16,904	+39%	+$1.19M	0.12%	137
2022 Q4	$3.15M	Buy	43,745 +3,222	+8%	+$243K	0.1%	172
2022 Q3	$2.88M	Buy	40,523 +1,307	+3%	+$94.8K	0.09%	162
2022 Q2	$3.02M	Buy	39,216 +30,978	+376%	+$2.36M	0.1%	145
2022 Q1	$606K	Buy	+8,238	New	+$553K	0.02%	287
2020 Q3	–	Sell	-47,750	Closed	-$2.81M	–	471
2020 Q2	$2.81M	Buy	47,750 +4,020	+9%	+$240K	0.23%	82
2020 Q1	$2.44M	Buy	43,730 +5,250	+14%	+$321K	0.25%	78
2019 Q4	$2.45M	Buy	38,480 +9,158	+31%	+$524K	0.25%	123
2019 Q3	$1.49M	Buy	+29,322	New	+$1.38M	0.17%	141