Schrum 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	-3,800	Closed	-$232K	–	126
2025 Q1	$232K	Sell	3,800 -110	-3%	-$6.41K	0.2%	111
2024 Q4	$221K	Sell	3,910 -2,390	-38%	-$134K	0.19%	117
2024 Q3	$326K	Buy	+6,300	New	+$296K	0.17%	121
2024 Q2	–	Sell	-4,335	Closed	-$235K	–	127
2024 Q1	$235K	Buy	+4,335	New	+$221K	0.21%	114
2023 Q4	–	Sell	-4,578	Closed	-$266K	–	100
2023 Q3	$266K	Hold	4,578	–	–	0.3%	86
2023 Q2	$293K	Hold	4,578	–	–	0.32%	82
2023 Q1	$317K	Hold	4,578	–	–	0.37%	75
2022 Q4	$329K	Hold	4,578	–	–	0.39%	71
2022 Q3	$325K	Hold	4,578	–	–	0.41%	72
2022 Q2	$353K	Hold	4,578	–	–	0.4%	74
2022 Q1	$342K	Hold	4,578	–	–	0.34%	85
2021 Q4	$285K	Buy	+4,578	New	+$269K	0.26%	96