Kessler Investment Group’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 Q3	–	Sell	-400	Closed	-$18.5K	–	97
2025 Q2	$18.5K	Hold	400	–	–	0.01%	121
2025 Q1	$24.4K	Hold	400	–	–	0.01%	121
2024 Q4	$22.6K	Hold	400	–	–	0.01%	106
2024 Q3	$20.7K	Hold	400	–	–	0.01%	109
2024 Q2	$16.6K	Hold	400	–	–	0.01%	116
2024 Q1	$21.7K	Hold	400	–	–	0.01%	105
2023 Q4	$20.5K	Hold	400	–	–	0.01%	109
2023 Q3	$23.2K	Hold	400	–	–	0.02%	93
2023 Q2	$25.6K	Hold	400	–	–	0.02%	95
2023 Q1	$27.7K	Hold	400	–	–	0.02%	106
2022 Q4	$29K	Hold	400	–	–	0.03%	90
2022 Q3	$28K	Hold	400	–	–	0.02%	108
2022 Q2	$31K	Buy	+400	New	+$30.5K	0.03%	99
2021 Q4	–	Sell	-1,095	Closed	-$65K	–	177
2021 Q3	$65K	Buy	+1,095	New	+$72.1K	0.05%	99
2019 Q3	–	Sell	-1,320	Closed	-$60K	–	105
2019 Q2	$60K	Hold	1,320	–	–	0.06%	84
2019 Q1	$63K	Sell	1,320 -159	-11%	-$7.92K	0.06%	79
2018 Q4	$77K	Buy	1,479 +59	+4%	+$3.17K	0.1%	62
2018 Q3	$88K	Buy	1,420 +384	+37%	+$22.8K	0.09%	76
2018 Q2	$57K	Buy	+1,036	New	+$56K	0.07%	91