Cahaba Wealth Management’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
2024 Q2	–	Sell	-3,872	Closed	-$210K	–	150
2024 Q1	$210K	Sell	3,872 -91	-2%	-$4.64K	0.02%	143
2023 Q4	$203K	Sell	3,963 -540	-12%	-$28.3K	0.02%	137
2023 Q3	$261K	Sell	4,503 -1,975	-30%	-$121K	0.03%	116
2023 Q2	$414K	Buy	6,478 +1,329	+26%	+$89.1K	0.04%	88
2023 Q1	$357K	Sell	5,149 -34	-0.7%	-$2.4K	0.04%	99
2022 Q4	$373K	Buy	5,183 +4	+0.1%	+$302	0.05%	96
2022 Q3	$368K	Sell	5,179 -77	-1%	-$5.59K	0.05%	85
2022 Q2	$404K	Sell	5,256 -135	-3%	-$10.3K	0.06%	85
2022 Q1	$405K	Buy	5,391 +132	+3%	+$8.86K	0.06%	91
2021 Q4	$328K	Buy	5,259 +1,481	+39%	+$86.9K	0.04%	114
2021 Q3	$223K	Buy	+3,778	New	+$249K	0.03%	127