LGWM

Litman Gregory Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,873	Closed	-$407K	–	85
2023 Q1	$407K	Buy	+5,873	New	+$407K	0.15%	26
2020 Q4	–	Sell	-159	Closed	-$10K	–	197
2020 Q3	$10K	Buy	+159	New	+$10K	﹤0.01%	146