L.M. Kohn & Company’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	-6,771	Closed	-$313K	–	141
2025 Q2	$313K	Sell	6,771 -594	-8%	-$29.2K	0.08%	195
2025 Q1	$449K	Buy	7,365 +10	+0.1%	+$583	0.12%	157
2024 Q4	$416K	Sell	7,355 -399	-5%	-$22.3K	0.11%	155
2024 Q3	$401K	Sell	7,754 -317	-4%	-$14.9K	0.1%	169
2024 Q2	$335K	Sell	8,071 -536	-6%	-$24K	0.09%	191
2024 Q1	$467K	Buy	8,607 +1,473	+21%	+$75K	0.13%	147
2023 Q4	$366K	Sell	7,134 -2,943	-29%	-$154K	0.12%	156
2023 Q3	$585K	Hold	10,077	–	–	0.21%	102
2023 Q2	$644K	Sell	10,077 -2,061	-17%	-$138K	0.24%	96
2023 Q1	$841K	Buy	12,138 +39	+0.3%	+$2.75K	0.35%	64
2022 Q4	$871K	Sell	12,099 -159	-1%	-$12K	0.41%	63
2022 Q3	$872K	Sell	12,258 -1	-0%	-$73	0.43%	56
2022 Q2	$944K	Buy	12,259 +4,566	+59%	+$348K	0.44%	57
2022 Q1	$562K	Buy	+7,693	New	+$517K	0.22%	115