GYL Financial Synergies’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 Q3	$741K	Sell	14,322 -4,779	-25%	-$224K	0.06%	207
2024 Q2	$793K	Sell	19,101 -3,636	-16%	-$163K	0.06%	197
2024 Q1	$1.23M	Sell	22,737 -3,828	-14%	-$195K	0.1%	167
2023 Q4	$1.36M	Sell	26,565 -1,984	-7%	-$104K	0.11%	157
2023 Q3	$1.66M	Sell	28,549 -24,127	-46%	-$1.48M	0.16%	125
2023 Q2	$3.37M	Buy	52,676 +41,178	+358%	+$2.76M	0.31%	80
2023 Q1	$797K	Buy	11,498 +2,708	+31%	+$191K	0.1%	142
2022 Q4	$632K	Buy	8,790 +1,222	+16%	+$92.1K	0.14%	106
2022 Q3	$538K	Buy	7,568 +3	+0%	+$218	0.15%	96
2022 Q2	$582K	Buy	7,565 +1,820	+32%	+$139K	0.16%	88
2022 Q1	$420K	Sell	5,745 -250	-4%	-$16.8K	0.1%	123
2021 Q4	$374K	Buy	5,995 +1,123	+23%	+$65.9K	0.1%	147
2021 Q3	$288K	Buy	4,872 +1,858	+62%	+$122K	0.15%	148
2021 Q2	$201K	Sell	3,014 -469	-13%	-$30.6K	0.1%	181
2021 Q1	$220K	Buy	3,483 +3	+0.1%	+$187	0.12%	164
2020 Q4	$216K	Sell	3,480 -702	-17%	-$43.2K	0.12%	160
2020 Q3	$252K	Buy	+4,182	New	+$252K	0.17%	135
2020 Q1	–	Sell	-3,607	Closed	-$232K	–	146
2019 Q4	$232K	Buy	+3,607	New	+$207K	0.1%	163