MinichMacGregor 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
2025 Q2	–	Sell	-3,964	Closed	-$242K	–	126
2025 Q1	$242K	Buy	+3,964	New	+$231K	0.05%	114
2023 Q1	–	Sell	-1,074	Closed	-$77.3K	–	159
2022 Q4	$77.3K	Buy	+1,074	New	+$81K	0.03%	141
2020 Q2	–	Sell	-5,908	Closed	-$351K	–	65
2020 Q1	$351K	Buy	+5,908	New	+$361K	0.31%	63
2018 Q4	–	Sell	-961	Closed	-$59K	–	145
2018 Q3	$59K	Buy	961 +82	+9%	+$4.87K	0.04%	112
2018 Q2	$48K	Sell	879 -242	-22%	-$13.1K	0.03%	117
2018 Q1	$70K	Sell	1,121 -846	-43%	-$54.4K	0.05%	91
2017 Q4	$120K	Hold	1,967	–	–	0.09%	60
2017 Q3	$125K	Buy	1,967 +92	+5%	+$5.37K	0.1%	53
2017 Q2	$104K	Hold	1,875	–	–	0.09%	62
2017 Q1	$101K	Sell	1,875 -562	-23%	-$30.8K	0.09%	64
2016 Q4	$142K	Buy	2,437 +57	+2%	+$3.12K	0.13%	46
2016 Q3	$128K	Buy	2,380 +358	+18%	+$23K	0.12%	51
2016 Q2	$148K	Sell	2,022 -404	-17%	-$28.5K	0.14%	47
2016 Q1	$154K	Sell	2,426 -47	-2%	-$2.96K	0.15%	46
2015 Q4	$159K	Buy	+2,473	New	+$163K	0.15%	40