CWS Financial Advisors’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	–	Sell	-3,357	Closed	-$205K	–	138
2025 Q1	$205K	Buy	+3,357	New	+$196K	0.06%	126
2024 Q1	–	Sell	-7,774	Closed	-$399K	–	113
2023 Q4	$399K	Sell	7,774 -2,768	-26%	-$145K	0.15%	104
2023 Q3	$612K	Sell	10,542 -504	-5%	-$30.9K	0.25%	62
2023 Q2	$706K	Sell	11,046 -300	-3%	-$20.1K	0.27%	60
2023 Q1	$786K	Buy	11,346 +794	+8%	+$56K	0.31%	53
2022 Q4	$666K	Sell	10,552 -180	-2%	-$13.6K	0.29%	60
2022 Q3	$763K	Sell	10,732 -184	-2%	-$13.3K	0.37%	50
2022 Q2	$841K	Hold	10,916	–	–	0.38%	39
2022 Q1	$797K	Hold	10,916	–	–	0.3%	58
2021 Q4	$681K	Buy	+10,916	New	+$640K	0.24%	68
2021 Q2	$712K	Buy	10,648 +96	+0.9%	+$6.26K	0.28%	62
2021 Q1	$666K	Buy	10,552 +16	+0.2%	+$995	0.29%	60
2020 Q4	$654K	Buy	10,536 +15	+0.1%	+$922	0.38%	55
2020 Q3	$634K	Hold	10,521	–	–	0.42%	50
2020 Q2	$619K	Sell	10,521 -115	-1%	-$6.88K	0.45%	48
2020 Q1	$683K	Hold	10,636	–	–	0.51%	33
2019 Q4	$683K	Buy	+10,636	New	+$609K	0.5%	34