Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-541	Closed	-$33.1K	–	79
2025 Q1	$33.1K	Buy	541 +3	+0.6%	+$175	0.02%	120
2024 Q4	$30.4K	Buy	538 +5	+0.9%	+$279	0.02%	133
2024 Q3	$27.6K	Buy	533 +5	+0.9%	+$235	0.02%	133
2024 Q2	$21.9K	Buy	528 +6	+1%	+$268	0.02%	135
2024 Q1	$28.3K	Buy	522 +5	+1%	+$255	0.02%	128
2023 Q4	$26.5K	Buy	517 +114	+28%	+$5.98K	0.02%	132
2023 Q3	$23.4K	Sell	403 -125	-24%	-$7.66K	0.02%	131
2023 Q2	$33.8K	Buy	528 +4	+0.8%	+$268	0.03%	119
2023 Q1	$36.3K	Buy	524 +8	+2%	+$564	0.04%	119
2022 Q4	$37.1K	Buy	516 +1	+0.2%	+$75	0.04%	127
2022 Q3	$37K	Buy	515 +3	+0.6%	+$218	0.04%	119
2022 Q2	$39K	Buy	512 +4	+0.8%	+$305	0.04%	119
2022 Q1	$37K	Sell	508 -11	-2%	-$739	0.04%	132
2021 Q4	$32K	Buy	+519	New	+$30.4K	0.03%	131