Strategic Investment 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
2026 Q1	$101K	Buy	+1,658	New	+$96.7K	0.01%	386
2024 Q2	–	Sell	-8,971	Closed	-$486K	–	236
2024 Q1	$486K	Buy	8,971 +734	+9%	+$37.4K	0.06%	179
2023 Q4	$423K	Buy	+8,237	New	+$432K	0.06%	180
2023 Q3	–	Sell	-12,134	Closed	-$776K	–	232
2023 Q2	$776K	Sell	12,134 -360	-3%	-$24.1K	0.11%	98
2023 Q1	$866K	Sell	12,494 -123	-1%	-$8.68K	0.16%	93
2022 Q4	$908K	Buy	12,617 +970	+8%	+$73.1K	0.19%	87
2022 Q3	$828K	Buy	+11,647	New	+$845K	0.19%	89
2021 Q3	–	Sell	-13,719	Closed	-$917K	–	182
2021 Q2	$917K	Buy	13,719 +5,470	+66%	+$357K	0.21%	101
2021 Q1	$521K	Buy	8,249 +550	+7%	+$34.2K	0.14%	126
2020 Q4	$478K	Sell	7,699 -1,342	-15%	-$82.5K	0.14%	128
2020 Q3	$545K	Buy	9,041 +49	+0.5%	+$2.95K	0.18%	89
2020 Q2	$529K	Buy	8,992 +1,905	+27%	+$114K	0.2%	90
2020 Q1	$395K	Buy	7,087 +591	+9%	+$36.1K	0.18%	94
2019 Q4	$417K	Buy	6,496 +597	+10%	+$34.2K	0.17%	95
2019 Q3	$299K	Buy	5,899 +918	+18%	+$43.1K	0.14%	113
2019 Q2	$225K	Buy	4,981 +737	+17%	+$34.3K	0.12%	135
2019 Q1	$202K	Buy	+4,244	New	+$211K	0.14%	131