Horan Securities’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	$337K	Buy	7,277 +64	+0.9%	+$3.14K	0.12%	104
2025 Q1	$440K	Buy	7,213 +52	+0.7%	+$3.03K	0.17%	74
2024 Q4	$405K	Buy	7,161 +85	+1%	+$4.75K	0.15%	74
2024 Q3	$366K	Sell	7,076 -380	-5%	-$17.8K	0.14%	85
2024 Q2	$310K	Buy	7,456 +2,104	+39%	+$94.1K	0.13%	81
2024 Q1	$290K	Buy	5,352 +253	+5%	+$12.9K	0.14%	81
2023 Q4	$262K	Sell	5,099 -194	-4%	-$10.2K	0.13%	83
2023 Q3	$307K	Sell	5,293 -113	-2%	-$6.92K	0.16%	69
2023 Q2	$346K	Buy	5,406 +486	+10%	+$32.6K	0.15%	76
2023 Q1	$341K	Buy	4,920 +62	+1%	+$4.37K	0.18%	62
2022 Q4	$350K	Buy	4,858 +788	+19%	+$59.4K	0.2%	49
2022 Q3	$289K	Sell	4,070 -389	-9%	-$28.2K	0.18%	56
2022 Q2	$329K	Buy	4,459 +3,988	+847%	+$304K	0.2%	47
2022 Q1	$34K	Hold	471	–	–	0.02%	209
2021 Q4	$29K	Buy	+471	New	+$27.6K	0.02%	215
2021 Q2	$29K	Buy	441 +302	+217%	+$19.7K	0.02%	209
2021 Q1	$9K	Buy	139 +124	+827%	+$7.71K	0.01%	282
2020 Q4	$1K	Sell	15 -83	-85%	-$5.1K	﹤0.01%	376
2020 Q3	$6K	Buy	98 +83	+553%	+$5K	0.01%	241
2020 Q2	$1K	Buy	+15	New	+$897	﹤0.01%	293