Narus Financial Partners’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
2026 Q1	$398K	Sell	6,561 -54	-0.8%	-$3.15K	0.1%	113
2025 Q4	$357K	Hold	6,615	–	–	0.1%	125
2025 Q3	$298K	Buy	+6,615	New	+$309K	0.08%	137
2023 Q4	–	Sell	-4,418	Closed	-$256K	–	138
2023 Q3	$256K	Sell	4,418 -117	-3%	-$7.17K	0.13%	101
2023 Q2	$290K	Sell	4,535 -23	-0.5%	-$1.54K	0.15%	92
2023 Q1	$316K	Buy	4,558 +102	+2%	+$7.19K	0.17%	85
2022 Q4	$321K	Hold	4,456	–	–	0.19%	80
2022 Q3	$317K	Sell	4,456 -50	-1%	-$3.63K	0.2%	77
2022 Q2	$347K	Buy	4,506 +1,196	+36%	+$91.1K	0.22%	72
2022 Q1	$242K	Buy	+3,310	New	+$222K	0.14%	98
2021 Q1	$217K	Buy	+3,431	New	+$213K	0.13%	101
2019 Q4	$213K	Buy	+3,317	New	+$190K	0.15%	75