McClarren Financial Advisors’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 Q1	–	Sell	-1,674	Closed	-$94K	–	283
2024 Q4	$94K	Buy	+1,674	New	+$93.5K	0.26%	57
2024 Q3	–	Sell	-83	Closed	-$69K	–	245
2024 Q2	$69K	Sell	83 -1,582	-95%	-$70.8K	0.05%	126
2024 Q1	$91K	Sell	1,665 -214	-11%	-$10.9K	0.07%	108
2023 Q4	$96K	Buy	1,879 +1,582	+533%	+$83K	0.07%	114
2023 Q3	$17K	Buy	297 +3	+1%	+$184	0.01%	228
2023 Q2	$18K	Sell	294 -302	-51%	-$20.3K	0.01%	225
2023 Q1	$40K	Buy	596 +4	+0.7%	+$282	0.04%	159
2022 Q4	$42K	Buy	592 +4	+0.7%	+$302	0.04%	160
2022 Q3	$41K	Buy	+588	New	+$42.7K	0.04%	149
2022 Q2	–	Sell	-283	Closed	-$20K	–	55
2022 Q1	$20K	Buy	283 +1	+0.4%	+$67	0.01%	176
2021 Q4	$18K	Buy	282 +3	+1%	+$176	0.01%	196
2021 Q3	$16K	Sell	279 -194	-41%	-$12.8K	0.01%	179
2021 Q2	$31K	Buy	473 +241	+104%	+$15.7K	0.03%	149
2021 Q1	$15K	Buy	232 +1	+0.4%	+$62	0.01%	172
2020 Q4	$14K	Buy	+231	New	+$14.2K	0.01%	153