Bard Financial Services’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	$1.93M	Buy	42,860 +1,550	+4%	+$72.4K	0.21%	90
2025 Q2	$1.91M	Buy	41,310 +245	+0.6%	+$12K	0.23%	85
2025 Q1	$2.5M	Buy	41,065 +1,665	+4%	+$97.1K	0.31%	75
2024 Q4	$2.23M	Sell	39,400 -775	-2%	-$43.3K	0.27%	82
2024 Q3	$2.08M	Sell	40,175 -10,465	-21%	-$491K	0.25%	84
2024 Q2	$2.1M	Sell	50,640 -6,625	-12%	-$296K	0.22%	85
2024 Q1	$3.11M	Sell	57,265 -5,000	-8%	-$255K	0.33%	70
2023 Q4	$3.19M	Sell	62,265 -3,070	-5%	-$161K	0.36%	64
2023 Q3	$3.79M	Buy	65,335 +350	+0.5%	+$21.4K	0.47%	55
2023 Q2	$4.16M	Hold	64,985	–	–	0.31%	75
2023 Q1	$4.5M	Sell	64,985 -75	-0.1%	-$5.29K	0.36%	72
2022 Q4	$4.68M	Sell	65,060 -825	-1%	-$62.2K	0.4%	63
2022 Q3	$4.68M	Sell	65,885 -700	-1%	-$50.8K	0.44%	55
2022 Q2	$5.13M	Sell	66,585 -500	-0.7%	-$38.1K	0.47%	52
2022 Q1	$4.9M	Buy	67,085 +530	+0.8%	+$35.6K	0.4%	62
2021 Q4	$4.15M	Sell	66,555 -150	-0.2%	-$8.8K	0.33%	71
2021 Q3	$3.95M	Buy	66,705 +355	+0.5%	+$23.4K	0.35%	74
2021 Q2	$4.43M	Sell	66,350 -250	-0.4%	-$16.3K	0.39%	65
2021 Q1	$4.2M	Buy	66,600 +4,325	+7%	+$269K	0.41%	69
2020 Q4	$3.86M	Buy	+62,275	New	+$3.83M	0.39%	69