PFG Private 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	-100	Closed	-$6.1K	–	79
2025 Q1	$6.1K	Hold	100	–	–	﹤0.01%	169
2024 Q4	$5.66K	Hold	100	–	–	﹤0.01%	148
2024 Q3	$5.17K	Hold	100	–	–	﹤0.01%	161
2024 Q2	$4.15K	Hold	100	–	–	﹤0.01%	164
2024 Q1	$5.42K	Hold	100	–	–	﹤0.01%	150
2023 Q4	$5.13K	Hold	100	–	–	﹤0.01%	158
2023 Q3	$5.8K	Sell	100 -303	-75%	-$18.6K	﹤0.01%	212
2023 Q2	$25.8K	Hold	403	–	–	0.02%	169
2023 Q1	$27.9K	Sell	403 -12	-3%	-$846	0.02%	165
2022 Q4	$30K	Sell	415 -39	-9%	-$2.94K	0.02%	158
2022 Q3	$32K	Buy	454 +51	+13%	+$3.7K	0.02%	150
2022 Q2	$31K	Hold	403	–	–	0.02%	168
2022 Q1	$29K	Hold	403	–	–	0.01%	166
2021 Q4	$25K	Sell	403 -50	-11%	-$2.93K	0.01%	173
2021 Q3	$27K	Buy	+453	New	+$29.8K	0.02%	164