Parkside 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 Q2	–	Sell	-3,968	Closed	-$242K	–	90
2025 Q1	$242K	Hold	3,968	–	–	0.06%	75
2024 Q4	$224K	Sell	3,968 -1,818	-31%	-$102K	0.05%	76
2024 Q3	$299K	Buy	5,786 +371	+7%	+$17.4K	0.07%	71
2024 Q2	$225K	Hold	5,415	–	–	0.06%	75
2024 Q1	$294K	Sell	5,415 -1,040	-16%	-$53K	0.08%	72
2023 Q4	$331K	Hold	6,455	–	–	0.09%	63
2023 Q3	$375K	Sell	6,455 -250	-4%	-$15.3K	0.12%	56
2023 Q2	$429K	Hold	6,705	–	–	0.13%	45
2023 Q1	$465K	Hold	6,705	–	–	0.15%	42
2022 Q4	$482K	Buy	6,705 +3,545	+112%	+$267K	0.17%	45
2022 Q3	$225K	Buy	3,160 +233	+8%	+$16.9K	0.09%	56
2022 Q2	$227K	Sell	2,927 -134	-4%	-$10.2K	0.08%	59
2022 Q1	$225K	Buy	+3,061	New	+$206K	0.07%	66
2021 Q3	–	Sell	-3,061	Closed	-$205K	–	71
2021 Q2	$205K	Buy	+3,061	New	+$200K	0.07%	70
2016 Q3	–	Sell	-3,064	Closed	-$225K	–	29
2016 Q2	$225K	Buy	+3,064	New	+$217K	0.16%	27
2015 Q3	–	Sell	-3,064	Closed	-$204K	–	31
2015 Q2	$204K	Buy	+3,064	New	+$202K	0.14%	31