Stephens Consulting’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 Q3	–	Sell	-39	Closed	-$1.81K	–	499
2025 Q2	$1.81K	Sell	39 -257	-87%	-$12.6K	﹤0.01%	517
2025 Q1	$18.1K	Hold	296	–	–	﹤0.01%	266
2024 Q4	$16.7K	Sell	296 -2,500	-89%	-$140K	﹤0.01%	294
2024 Q3	$145K	Hold	2,796	–	–	0.04%	115
2024 Q2	$116K	Hold	2,796	–	–	0.03%	125
2024 Q1	$152K	Hold	2,796	–	–	0.05%	96
2023 Q4	$143K	Hold	2,796	–	–	0.05%	95
2023 Q3	$162K	Sell	2,796 -113	-4%	-$6.92K	0.07%	83
2023 Q2	$186K	Hold	2,909	–	–	0.07%	77
2023 Q1	$202K	Hold	2,909	–	–	0.12%	78
2022 Q4	$209K	Hold	2,909	–	–	0.14%	70
2022 Q3	$207K	Hold	2,909	–	–	0.19%	69
2022 Q2	$224K	Sell	2,909 -50	-2%	-$3.81K	0.18%	64
2022 Q1	$216K	Sell	2,959 -61	-2%	-$4.1K	0.18%	75
2021 Q4	$188K	Buy	+3,020	New	+$177K	0.16%	102