McCarter Private Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Hold	4,696	–	–	0.12%	109
2025 Q1	$286K	Buy	4,696 +150	+3%	+$9.15K	0.19%	83
2024 Q4	$257K	Sell	4,546 -552	-11%	-$31.2K	0.16%	89
2024 Q3	$264K	Buy	+5,098	New	+$264K	0.17%	87