Janiczek Wealth Management’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 Q2	$76.4K	Sell	1,840 -461	-20%	-$20.6K	0.02%	336
2024 Q1	$125K	Sell	2,301 -1,309	-36%	-$66.7K	0.03%	254
2023 Q4	$185K	Buy	3,610 +708	+24%	+$37.2K	0.04%	169
2023 Q3	$168K	Buy	2,902 +1,125	+63%	+$68.9K	0.04%	168
2023 Q2	$114K	Buy	1,777 +54	+3%	+$3.62K	0.03%	197
2023 Q1	$122K	Sell	1,723 -313	-15%	-$22.1K	0.03%	187
2022 Q4	$146K	Sell	2,036 -161	-7%	-$12.1K	0.04%	165
2022 Q3	$151K	Buy	2,197 +422	+24%	+$30.6K	0.05%	136
2022 Q2	$131K	Buy	1,775 +475	+37%	+$36.2K	0.04%	164
2022 Q1	$95K	Buy	1,300 +37	+3%	+$2.48K	0.03%	211
2021 Q4	$79K	Sell	1,263 -352	-22%	-$20.6K	0.02%	225
2021 Q3	$96K	Sell	1,615 -101	-6%	-$6.65K	0.03%	177
2021 Q2	$115K	Buy	1,716 +61	+4%	+$3.98K	0.04%	136
2021 Q1	$104K	Sell	1,655 -248	-13%	-$15.4K	0.04%	132
2020 Q4	$118K	Buy	1,903 +477	+33%	+$29.3K	0.06%	95
2020 Q3	$86K	Buy	1,426 +255	+22%	+$15.3K	0.05%	74
2020 Q2	$69K	Buy	+1,171	New	+$70K	0.04%	69