Congress 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
2025 Q2	$15.5M	Buy	334,309 +83,835	+33%	+$4.12M	0.15%	167
2025 Q1	$15.3M	Buy	250,474 +83,127	+50%	+$4.85M	0.18%	142
2024 Q4	$9.47M	Sell	167,347 -22,622	-12%	-$1.26M	0.13%	205
2024 Q3	$9.83M	Buy	189,969 +126,351	+199%	+$5.93M	0.13%	214
2024 Q2	$2.64M	Buy	63,618 +51,698	+434%	+$2.31M	0.04%	318
2024 Q1	$646K	Sell	11,920 -8,632	-42%	-$440K	0.01%	422
2023 Q4	$1.05M	Buy	20,552 +10,791	+111%	+$566K	0.02%	385
2023 Q3	$567K	Sell	9,761 -941	-9%	-$57.7K	0.01%	444
2023 Q2	$684K	Sell	10,702 -1,579	-13%	-$106K	0.02%	376
2023 Q1	$851K	Buy	12,281 +1,683	+16%	+$119K	0.02%	361
2022 Q4	$763K	Sell	10,598 -177	-2%	-$13.3K	0.02%	360
2022 Q3	$766K	Buy	10,775 +283	+3%	+$20.5K	0.02%	358
2022 Q2	$807K	Sell	10,492 -774	-7%	-$58.9K	0.02%	357
2022 Q1	$823K	Sell	11,266 -3,863	-26%	-$259K	0.02%	381
2021 Q4	$944K	Buy	+15,129	New	+$887K	0.02%	377