Circle Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-227,811	Closed	-$12.4M	–	212
2024 Q1	$12.4M	Buy	227,811 +982	+0.4%	+$53.3K	0.31%	25
2023 Q4	$11.6M	Sell	226,829 -38,472	-15%	-$1.97M	0.3%	26
2023 Q3	$15.4M	Buy	+265,301	New	+$15.4M	0.38%	24