CFM Wealth Partners’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	$243K	Hold	4,000	–	–	0.04%	136
2025 Q4	$216K	Buy	+4,000	New	+$192K	0.03%	138
2025 Q2	–	Sell	-4,008	Closed	-$244K	–	142
2025 Q1	$244K	Hold	4,008	–	–	0.04%	127
2024 Q4	$227K	Hold	4,008	–	–	0.04%	130
2024 Q3	$207K	Buy	+4,008	New	+$188K	0.04%	139
2024 Q2	–	Sell	-4,401	Closed	-$239K	–	147
2024 Q1	$239K	Sell	4,401 -4,926	-53%	-$251K	0.05%	142
2023 Q4	$479K	Sell	9,327 -6,898	-43%	-$362K	0.11%	116
2023 Q3	$942K	Sell	16,225 -3,518	-18%	-$216K	0.25%	68
2023 Q2	$1.26M	Sell	19,743 -108	-0.5%	-$7.24K	0.31%	71
2023 Q1	$1.38M	Buy	19,851 +52	+0.3%	+$3.67K	0.37%	62
2022 Q4	$1.42M	Buy	19,799 +4,048	+26%	+$305K	0.43%	63
2022 Q3	$1.12M	Buy	15,751 +2,900	+23%	+$210K	0.36%	63
2022 Q2	$990K	Buy	12,851 +730	+6%	+$55.6K	0.3%	73
2022 Q1	$885K	Hold	12,121	–	–	0.21%	87
2021 Q4	$750K	Buy	12,121 +1,604	+15%	+$94.1K	0.17%	92
2021 Q3	$622K	Buy	10,517 +335	+3%	+$22.1K	0.16%	99
2021 Q2	$680K	Sell	10,182 -231	-2%	-$15.1K	0.18%	89
2021 Q1	$657K	Buy	10,413 +1,064	+11%	+$66.2K	0.2%	88
2020 Q4	$580K	Hold	9,349	–	–	0.19%	82
2020 Q3	$563K	Sell	9,349 -700	-7%	-$42.1K	0.21%	79
2020 Q2	$590K	Sell	10,049 -1,577	-14%	-$94.3K	0.22%	76
2020 Q1	$648K	Sell	11,626 -1,194	-9%	-$73K	0.3%	63
2019 Q4	$856K	Buy	+12,820	New	+$734K	0.32%	66