Hummer Financial Advisory Services’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	–	Sell	-4,300	Closed	-$262K	–	115
2025 Q1	$262K	Hold	4,300	–	–	0.21%	87
2024 Q4	$243K	Hold	4,300	–	–	0.19%	90
2024 Q3	$222K	Buy	+4,300	New	+$222K	0.18%	101
2024 Q2	–	Sell	-4,500	Closed	-$244K	–	101
2024 Q1	$244K	Hold	4,500	–	–	0.2%	92
2023 Q4	$231K	Hold	4,500	–	–	0.21%	92
2023 Q3	$261K	Hold	4,500	–	–	0.27%	78
2023 Q2	$288K	Hold	4,500	–	–	0.28%	75
2023 Q1	$312K	Hold	4,500	–	–	0.33%	73
2022 Q4	$324K	Sell	4,500 -225	-5%	-$16.2K	0.36%	68
2022 Q3	$338K	Hold	4,725	–	–	0.4%	63
2022 Q2	$366K	Hold	4,725	–	–	0.41%	63
2022 Q1	$348K	Hold	4,725	–	–	0.31%	69
2021 Q4	$297K	Sell	4,725 -280	-6%	-$17.6K	0.25%	78
2021 Q3	$299K	Hold	5,005	–	–	0.28%	80
2021 Q2	$337K	Hold	5,005	–	–	0.31%	71
2021 Q1	$318K	Hold	5,005	–	–	0.31%	74
2020 Q4	$313K	Hold	5,005	–	–	0.33%	72
2020 Q3	$302K	Hold	5,005	–	–	0.36%	66
2020 Q2	$294K	Hold	5,005	–	–	0.38%	61
2020 Q1	$279K	Sell	5,005 -200	-4%	-$11.1K	0.42%	60
2019 Q4	$334K	Buy	+5,205	New	+$334K	0.36%	73