Merriman Wealth Management’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
2024 Q4	$210K	Buy	+3,705	New	+$207K	0.01%	198
2024 Q2	–	Sell	-4,123	Closed	-$224K	–	207
2024 Q1	$224K	Buy	+4,123	New	+$210K	0.01%	189
2023 Q4	–	Sell	-3,700	Closed	-$215K	–	191
2023 Q3	$215K	Hold	3,700	–	–	0.01%	175
2023 Q2	$237K	Buy	3,700 +39	+1%	+$2.62K	0.01%	194
2023 Q1	$254K	Sell	3,661 -62	-2%	-$4.37K	0.01%	175
2022 Q4	$268K	Buy	3,723 +220	+6%	+$16.6K	0.01%	175
2022 Q3	$249K	Sell	3,503 -1	-0%	-$73	0.02%	145
2022 Q2	$271K	Sell	3,504 -192	-5%	-$14.6K	0.02%	136
2022 Q1	$270K	Buy	3,696 +350	+10%	+$23.5K	0.02%	174
2021 Q4	$209K	Buy	+3,346	New	+$196K	0.02%	202
2021 Q3	–	Sell	-3,260	Closed	-$218K	–	200
2021 Q2	$218K	Sell	3,260 -10	-0.3%	-$652	0.02%	207
2021 Q1	$206K	Sell	3,270 -1,254	-28%	-$78K	0.02%	176
2020 Q4	$281K	Buy	4,524 +1,014	+29%	+$62.4K	0.03%	176
2020 Q3	$212K	Sell	3,510 -157	-4%	-$9.45K	0.03%	157
2020 Q2	$216K	Sell	3,667 -914	-20%	-$54.7K	0.03%	152
2020 Q1	$255K	Sell	4,581 -400	-8%	-$24.4K	0.06%	128
2019 Q4	$320K	Buy	4,981 +766	+18%	+$43.9K	0.06%	147
2019 Q3	$214K	Buy	+4,215	New	+$198K	0.04%	159
2018 Q4	–	Sell	-3,858	Closed	-$240K	–	174
2018 Q3	$240K	Buy	3,858 +7	+0.2%	+$415	0.05%	154
2018 Q2	$213K	Sell	3,851 -533	-12%	-$28.8K	0.05%	155
2018 Q1	$277K	Buy	+4,384	New	+$282K	0.07%	156
2017 Q4	–	Sell	-3,443	Closed	-$219K	–	166
2017 Q3	$219K	Buy	+3,443	New	+$201K	0.05%	147