Foundations Investment 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
2026 Q1	$1.75M	Buy	28,924 +8,145	+39%	+$475K	0.02%	400
2025 Q4	$1.12M	Buy	20,779 +7,447	+56%	+$358K	0.01%	483
2025 Q3	$601K	Sell	13,332 -2,302	-15%	-$108K	0.01%	609
2025 Q2	$724K	Sell	15,634 -1,147	-7%	-$56.3K	0.01%	498
2025 Q1	$1.02M	Buy	16,781 +1,429	+9%	+$83.3K	0.02%	402
2024 Q4	$868K	Buy	15,352 +265	+2%	+$14.8K	0.02%	429
2024 Q3	$781K	Sell	15,087 -55,152	-79%	-$2.59M	0.02%	409
2024 Q2	$2.92M	Buy	70,239 +9,934	+16%	+$445K	0.07%	201
2024 Q1	$3.27M	Buy	60,305 +1,791	+3%	+$91.2K	0.09%	184
2023 Q4	$2.85M	Buy	58,514 +5,315	+10%	+$279K	0.08%	190
2023 Q3	$3.09M	Buy	53,199 +6,436	+14%	+$394K	0.1%	163
2023 Q2	$2.99M	Sell	46,763 -4,683	-9%	-$314K	0.1%	149
2023 Q1	$3.57M	Buy	51,446 +14,800	+40%	+$1.04M	0.13%	110
2022 Q4	$2.64M	Buy	36,646 +22,209	+154%	+$1.67M	0.1%	103
2022 Q3	$1.03M	Buy	14,437 +4,419	+44%	+$321K	0.04%	170
2022 Q2	$764K	Buy	10,018 +5,853	+141%	+$446K	0.03%	175
2022 Q1	$323K	Sell	4,165 -604	-13%	-$40.6K	0.01%	260
2021 Q4	$309K	Sell	4,769 -81	-2%	-$4.75K	0.01%	270
2021 Q3	$287K	Buy	4,850 +172	+4%	+$11.3K	0.01%	259
2021 Q2	$314K	Buy	+4,678	New	+$305K	0.02%	228