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

Lyell Wealth Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Hold	5,645	–	–	0.02%	194
2025 Q1	$344K	Hold	5,645	–	–	0.03%	164
2024 Q4	$319K	Hold	5,645	–	–	0.03%	164
2024 Q3	$292K	Sell	5,645 -125	-2%	-$6.47K	0.03%	178
2024 Q2	$240K	Sell	5,770 -648	-10%	-$26.9K	0.02%	187
2024 Q1	$348K	Sell	6,418 -1,105	-15%	-$59.9K	0.04%	162
2023 Q4	$386K	Sell	7,523 -510	-6%	-$26.2K	0.04%	144
2023 Q3	$466K	Sell	8,033 -3,150	-28%	-$183K	0.06%	126
2023 Q2	$715K	Sell	11,183 -551	-5%	-$35.2K	0.09%	118
2023 Q1	$813K	Sell	11,734 -752	-6%	-$52.1K	0.11%	121
2022 Q4	$898K	Sell	12,486 -975	-7%	-$70.2K	0.14%	106
2022 Q3	$957K	Buy	13,461 +848	+7%	+$60.3K	0.16%	101
2022 Q2	$978K	Buy	12,613 +70	+0.6%	+$5.43K	0.16%	103
2022 Q1	$923K	Buy	12,543 +1,730	+16%	+$127K	0.12%	109
2021 Q4	$674K	Sell	10,813 -475	-4%	-$29.6K	0.08%	123
2021 Q3	$673K	Sell	11,288 -1,550	-12%	-$92.4K	0.08%	117
2021 Q2	$858K	Sell	12,838 -12	-0.1%	-$802	0.11%	112
2021 Q1	$818K	Buy	12,850 +3,857	+43%	+$246K	0.12%	108
2020 Q4	$562K	Buy	8,993 +5,675	+171%	+$355K	0.09%	104
2020 Q3	$200K	Buy	+3,318	New	+$200K	0.04%	132
2020 Q1	–	Sell	-3,124	Closed	-$201K	–	122
2019 Q4	$201K	Buy	+3,124	New	+$201K	0.05%	130
2019 Q1	–	Sell	-15,642	Closed	-$813K	–	120
2018 Q4	$813K	Sell	15,642 -870	-5%	-$45.2K	0.34%	65
2018 Q3	$1.03M	Sell	16,512 -4,600	-22%	-$286K	0.35%	66
2018 Q2	$1.17M	Sell	21,112 -12,807	-38%	-$709K	0.43%	67
2018 Q1	$2.15M	Sell	33,919 -1,000	-3%	-$63.2K	0.79%	52
2017 Q4	$2.14M	Sell	34,919 -5,061	-13%	-$310K	0.85%	50
2017 Q3	$2.55M	Buy	39,980 +795	+2%	+$50.7K	1.1%	39
2017 Q2	$2.18M	Buy	39,185 +3,895	+11%	+$217K	1.06%	44
2017 Q1	$1.92M	Sell	35,290 -550	-2%	-$29.9K	1.04%	45
2016 Q4	$2.09M	Buy	+35,840	New	+$2.09M	1.3%	38