Domani Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$513K	Hold	7,405	–	–	0.12%	73
2022 Q4	$533K	Buy	7,405 +57	+0.8%	+$4.1K	0.13%	70
2022 Q3	$522K	Hold	7,348	–	–	0.15%	59
2022 Q2	$566K	Hold	7,348	–	–	0.15%	60
2022 Q1	$537K	Buy	7,348 +83	+1%	+$6.07K	0.12%	77
2021 Q4	$453K	Hold	7,265	–	–	0.09%	81
2021 Q3	$430K	Hold	7,265	–	–	0.09%	76
2021 Q2	$485K	Sell	7,265 -876	-11%	-$58.5K	0.1%	73
2021 Q1	$514K	Hold	8,141	–	–	0.1%	72
2020 Q4	$505K	Sell	8,141 -1,000	-11%	-$62K	0.1%	67
2020 Q3	$551K	Buy	9,141 +1,000	+12%	+$60.3K	0.12%	71
2020 Q2	$479K	Hold	8,141	–	–	0.11%	73
2020 Q1	$454K	Sell	8,141 -324	-4%	-$18.1K	0.12%	72
2019 Q4	$543K	Hold	8,465	–	–	0.18%	61
2019 Q3	$429K	Hold	8,465	–	–	0.16%	65
2019 Q2	$384K	Hold	8,465	–	–	0.14%	69
2019 Q1	$404K	Hold	8,465	–	–	0.16%	71
2018 Q4	$440K	Hold	8,465	–	–	0.2%	57
2018 Q3	$526K	Sell	8,465 -2,000	-19%	-$124K	0.23%	51
2018 Q2	$579K	Hold	10,465	–	–	0.27%	49
2018 Q1	$662K	Sell	10,465 -75	-0.7%	-$4.74K	0.28%	42
2017 Q4	$646K	Hold	10,540	–	–	0.28%	46
2017 Q3	$672K	Hold	10,540	–	–	0.29%	47
2017 Q2	$587K	Sell	10,540 -1,125	-10%	-$62.7K	0.24%	55
2017 Q1	$634K	Sell	11,665 -1,006	-8%	-$54.7K	0.26%	53
2016 Q4	$740K	Buy	12,671 +500	+4%	+$29.2K	0.3%	49
2016 Q3	$656K	Buy	12,171 +1,500	+14%	+$80.8K	0.25%	56
2016 Q2	$785K	Sell	10,671 -1,428	-12%	-$105K	0.3%	52
2016 Q1	$774K	Buy	12,099 +1,428	+13%	+$91.4K	0.29%	59
2015 Q4	$734K	Sell	10,671 -800	-7%	-$55K	0.29%	55
2015 Q3	$679K	Sell	11,471 -1,100	-9%	-$65.1K	0.37%	42
2015 Q2	$836K	Buy	12,571 +11,760	+1,450%	+$782K	0.46%	36
2015 Q1	$12.6K	Buy	+811	New	+$12.6K	0.19%	43