Laidlaw 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 Q1	–	Sell	-9,342	Closed	-$479K	–	184
2023 Q4	$479K	Sell	9,342 -1,887	-17%	-$99.1K	0.17%	135
2023 Q3	$652K	Sell	11,229 -4,181	-27%	-$256K	0.22%	117
2023 Q2	$985K	Sell	15,410 -105	-0.7%	-$7.04K	0.19%	124
2023 Q1	$1.08M	Buy	15,515 +81	+0.5%	+$5.71K	0.22%	117
2022 Q4	$1.11M	Sell	15,434 -1	-0%	-$75	0.24%	114
2022 Q3	$1.1M	Buy	15,435 +1,512	+11%	+$110K	0.26%	105
2022 Q2	$1.07M	Buy	13,923 +597	+4%	+$45.5K	0.22%	121
2022 Q1	$973K	Sell	13,326 -2	-0%	-$134	0.16%	147
2021 Q4	$831K	Buy	+13,328	New	+$782K	0.13%	158
2021 Q1	–	Sell	-18,826	Closed	-$1.17M	–	234
2020 Q4	$1.17M	Buy	18,826 +3,023	+19%	+$186K	0.25%	112
2020 Q3	$953K	Sell	15,803 -355	-2%	-$21.4K	0.42%	72
2020 Q2	$950K	Sell	16,158 -355	-2%	-$21.2K	0.5%	67
2020 Q1	$920K	Sell	16,513 -5,127	-24%	-$313K	0.6%	62
2019 Q4	$1.39M	Buy	+21,640	New	+$1.24M	0.88%	33