Golden State Equity Partners’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	$128K	Buy	+2,105	New	+$123K	0.01%	697
2024 Q4	–	Sell	-290	Closed	-$15K	–	499
2024 Q3	$15K	Buy	+290	New	+$13.6K	0.01%	539
2023 Q4	–	Sell	-13,188	Closed	-$765K	–	363
2023 Q3	$765K	Buy	13,188 +10,839	+461%	+$664K	0.21%	118
2023 Q2	$150K	Sell	2,349 -5,249	-69%	-$352K	0.04%	356
2023 Q1	$527K	Buy	+7,598	New	+$536K	0.29%	93
2022 Q1	$1.43M	Buy	19,611 +12,900	+192%	+$866K	0.72%	35
2021 Q4	$418K	Buy	6,711 +408	+6%	+$23.9K	0.21%	101
2021 Q3	$373K	Sell	6,303 -11,640	-65%	-$767K	0.15%	138
2021 Q2	$1.2M	Buy	17,943 +2,604	+17%	+$170K	0.47%	51
2021 Q1	$968K	Buy	+15,339	New	+$954K	0.55%	52