Private Client Services’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,519	Closed	-$286K	–	190
2024 Q3	$286K	Sell	5,519 -1,885	-25%	-$97.5K	0.15%	124
2024 Q2	$307K	Buy	7,404 +1,791	+32%	+$74.4K	0.19%	98
2024 Q1	$304K	Sell	5,613 -251	-4%	-$13.6K	0.2%	96
2023 Q4	$301K	Buy	+5,864	New	+$301K	0.25%	103