Financial Engines 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
2024 Q1	–	Sell	-7,124	Closed	-$366K	–	335
2023 Q4	$366K	Buy	7,124 +2,980	+72%	+$156K	﹤0.01%	254
2023 Q3	$241K	Buy	+4,144	New	+$254K	﹤0.01%	263
2023 Q1	–	Sell	-3,428	Closed	-$247K	–	288
2022 Q4	$247K	Sell	3,428 -421	-11%	-$31.7K	﹤0.01%	260
2022 Q3	$273K	Sell	3,849 -489	-11%	-$35.5K	﹤0.01%	249
2022 Q2	$335K	Sell	4,338 -331	-7%	-$25.2K	﹤0.01%	238
2022 Q1	$343K	Buy	4,669 +1,111	+31%	+$74.6K	﹤0.01%	236
2021 Q4	$222K	Sell	3,558 -893	-20%	-$52.4K	﹤0.01%	257
2021 Q3	$265K	Sell	4,451 -318	-7%	-$20.9K	﹤0.01%	232
2021 Q2	$319K	Sell	4,769 -1,627	-25%	-$106K	﹤0.01%	171
2021 Q1	$406K	Buy	6,396 +2,087	+48%	+$130K	﹤0.01%	178
2020 Q4	$269K	Buy	+4,309	New	+$265K	﹤0.01%	218
2018 Q4	–	Sell	-105	Closed	-$7K	–	115
2018 Q3	$7K	Buy	105 +2	+2%	+$119	﹤0.01%	104
2018 Q2	$6K	Buy	+103	New	+$5.56K	﹤0.01%	105
2018 Q1	–	Sell	-17	Closed	-$1K	–	143
2017 Q4	$1K	Buy	+17	New	+$1.06K	﹤0.01%	170
2017 Q1	–	Sell	-101	Closed	-$6K	–	109
2016 Q4	$6K	Buy	+101	New	+$5.52K	﹤0.01%	69