Disciplined Investments’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
2023 Q3	–	Sell	-931	Closed	-$59.5K	–	288
2023 Q2	$59.5K	Buy	931 +5	+0.5%	+$335	0.03%	188
2023 Q1	$64.2K	Sell	926 -31	-3%	-$2.19K	0.03%	205
2022 Q4	$68.9K	Buy	957 +43	+5%	+$3.24K	0.03%	182
2022 Q3	$65K	Sell	914 -38	-4%	-$2.76K	0.03%	200
2022 Q2	$73K	Buy	952 +38	+4%	+$2.89K	0.03%	189
2022 Q1	$67K	Buy	914 +291	+47%	+$19.5K	0.03%	196
2021 Q4	$39K	Buy	623 +300	+93%	+$17.6K	0.02%	232
2021 Q3	$19K	Buy	323 +100	+45%	+$6.59K	0.01%	276
2021 Q2	$15K	Buy	+223	New	+$14.5K	0.01%	281
2020 Q4	–	Sell	-346	Closed	-$21K	–	323
2020 Q3	$21K	Sell	346 -34	-9%	-$2.05K	0.02%	210
2020 Q2	$22K	Hold	380	–	–	0.02%	216
2020 Q1	$21K	Sell	380 -42	-10%	-$2.57K	0.02%	210
2019 Q4	$27K	Buy	+422	New	+$24.2K	0.02%	211