Rockbridge Investment 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
2024 Q1	–	Sell	-644	Closed	-$33K	–	184
2023 Q4	$33K	Buy	+644	New	+$33.8K	0.01%	279
2022 Q3	–	Sell	-791	Closed	-$60.9K	–	168
2022 Q2	$60.9K	Sell	791 -425	-35%	-$32.4K	0.01%	200
2022 Q1	$89.8K	Sell	1,216 -470	-28%	-$31.6K	0.01%	229
2021 Q4	$105K	Hold	1,686	–	–	0.02%	249
2021 Q3	$100K	Buy	1,686 +600	+55%	+$39.5K	0.02%	234
2021 Q2	$73K	Buy	1,086 +100	+10%	+$6.52K	0.01%	262
2021 Q1	$62K	Sell	986 -1,300	-57%	-$80.9K	0.01%	267
2020 Q4	$142K	Hold	2,286	–	–	0.03%	165
2020 Q3	$138K	Hold	2,286	–	–	0.03%	153
2020 Q2	$134K	Buy	+2,286	New	+$137K	0.03%	149