Mechanics Financial Corp’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 Q3	–	Sell	-4,500	Closed	-$208K	–	241
2025 Q2	$208K	Hold	4,500	–	–	0.09%	111
2025 Q1	$274K	Hold	4,500	–	–	0.12%	97
2024 Q4	$255K	Hold	4,500	–	–	0.11%	98
2024 Q3	$233K	Hold	4,500	–	–	0.1%	106
2024 Q2	$187K	Hold	4,500	–	–	0.1%	117
2024 Q1	$244K	Hold	4,500	–	–	0.13%	104
2023 Q4	$231K	Hold	4,500	–	–	0.13%	101
2023 Q3	$261K	Hold	4,500	–	–	0.14%	89
2023 Q2	$288K	Sell	4,500 -1,273	-22%	-$85.4K	0.16%	93
2023 Q1	$400K	Sell	5,773 -1,273	-18%	-$89.8K	0.23%	79
2022 Q4	$507K	Buy	7,046 +2,146	+44%	+$162K	0.3%	63
2022 Q3	$348K	Sell	4,900 -165	-3%	-$12K	0.23%	81
2022 Q2	$390K	Hold	5,065	–	–	0.23%	73
2022 Q1	$370K	Hold	5,065	–	–	0.19%	85
2021 Q4	$316K	Buy	+5,065	New	+$297K	0.15%	97