Heritage Wealth Management (Ohio)’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$357K	Sell	7,708 -127	-2%	-$5.88K	0.12%	170
2025 Q1	$478K	Sell	7,835 -348	-4%	-$21.2K	0.16%	140
2024 Q4	$463K	Sell	8,183 -400	-5%	-$22.6K	0.15%	142
2024 Q3	$444K	Sell	8,583 -725	-8%	-$37.5K	0.15%	147
2024 Q2	$369K	Buy	+9,308	New	+$369K	0.12%	163