Rational 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
2023 Q2	–	Sell	-13,419	Closed	-$930K	–	277
2023 Q1	$930K	Buy	+13,419	New	+$946K	0.08%	86
2020 Q4	–	Sell	-92	Closed	-$6K	–	253
2020 Q3	$6K	Sell	92 -75	-45%	-$4.51K	﹤0.01%	339
2020 Q2	$10K	Buy	+167	New	+$9.99K	0.01%	358
2020 Q1	–	Sell	-116	Closed	-$7K	–	208
2019 Q4	$7K	Sell	116 -28,781	-100%	-$1.65M	﹤0.01%	467
2019 Q3	$1.47M	Buy	28,897 +6,907	+31%	+$325K	0.57%	52
2019 Q2	$997K	Buy	21,990 +9,758	+80%	+$455K	0.35%	106
2019 Q1	$583K	Buy	12,232 +11,435	+1,435%	+$570K	0.16%	138
2018 Q4	$41K	Sell	797 -19,109	-96%	-$1.03M	0.01%	301
2018 Q3	$1.24M	Sell	19,906 -13,234	-40%	-$785K	0.3%	89
2018 Q2	$1.83M	Buy	33,140 +33,109	+106,803%	+$1.79M	0.86%	37
2018 Q1	$2K	Buy	+31	New	+$1.99K	﹤0.01%	463
2015 Q3	$672K	Buy	11,345 +11,000	+3,188%	+$698K	0.27%	119
2015 Q2	$23K	Hold	345	–	–	0.01%	284
2015 Q1	$22K	Sell	345 -228	-40%	-$14.3K	0.01%	284
2014 Q4	$34K	Buy	+573	New	+$32.3K	0.01%	311
2013 Q4	$46K	Sell	858 -57	-6%	-$2.9K	﹤0.01%	693
2013 Q3	$42K	Sell	915 -6,350	-87%	-$279K	﹤0.01%	719
2013 Q2	$325K	Buy	+7,265	New	+$315K	0.03%	445