Exeter Financial’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
2026 Q1	$243K	Sell	4,001 -45	-1%	-$2.62K	0.1%	91
2025 Q4	$218K	Buy	+4,046	New	+$195K	0.09%	92
2025 Q2	–	Sell	-4,079	Closed	-$249K	–	92
2025 Q1	$249K	Buy	4,079 +33	+0.8%	+$1.92K	0.11%	85
2024 Q4	$229K	Hold	4,046	–	–	0.1%	89
2024 Q3	$209K	Buy	+4,046	New	+$190K	0.09%	89
2024 Q2	–	Sell	-4,396	Closed	-$226K	–	90
2024 Q1	$226K	Sell	4,396 -758	-15%	-$38.6K	0.1%	86
2023 Q4	$264K	Sell	5,154 -44	-0.8%	-$2.31K	0.13%	80
2023 Q3	$302K	Hold	5,198	–	–	0.16%	77
2023 Q2	$326K	Sell	5,198 -50	-1%	-$3.35K	0.17%	76
2023 Q1	$369K	Buy	5,248 +50	+1%	+$3.53K	0.18%	71
2022 Q4	$374K	Hold	5,198	–	–	0.19%	72
2022 Q3	$370K	Sell	5,198 -13	-0.2%	-$943	0.21%	68
2022 Q2	$401K	Sell	5,211 -148	-3%	-$11.3K	0.22%	69
2022 Q1	$391K	Buy	5,359 +398	+8%	+$26.7K	0.21%	70
2021 Q4	$323K	Hold	4,961	–	–	0.18%	72
2021 Q3	$294K	Hold	4,961	–	–	0.18%	73
2021 Q2	$332K	Sell	4,961 -50	-1%	-$3.26K	0.19%	70
2021 Q1	$316K	Buy	5,011 +400	+9%	+$24.9K	0.2%	69
2020 Q4	$286K	Hold	4,611	–	–	0.2%	69
2020 Q3	$278K	Hold	4,611	–	–	0.22%	67
2020 Q2	$271K	Sell	4,611 -708	-13%	-$42.3K	0.23%	64
2020 Q1	$296K	Buy	5,319 +1,108	+26%	+$67.7K	0.28%	61
2019 Q4	$270K	Sell	4,211 -948	-18%	-$54.3K	0.21%	66
2019 Q3	$262K	Buy	5,159 +85	+2%	+$4K	0.21%	67
2019 Q2	$230K	Sell	5,074 -119	-2%	-$5.54K	0.19%	68
2019 Q1	$248K	Buy	+5,193	New	+$259K	0.21%	65