Total Clarity 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
2024 Q2	–	Sell	-31,778	Closed	-$1.72M	–	258
2024 Q1	$1.72M	Sell	31,778 -4,277	-12%	-$218K	0.6%	43
2023 Q4	$1.85M	Sell	36,055 -1,764	-5%	-$92.6K	0.76%	34
2023 Q3	$2.19M	Sell	37,819 -1,344	-3%	-$82.4K	1.06%	19
2023 Q2	$2.5M	Sell	39,163 -1,537	-4%	-$103K	1.24%	13
2023 Q1	$2.82M	Buy	40,700 +751	+2%	+$53K	1.53%	11
2022 Q4	$2.87M	Buy	39,949 +606	+2%	+$45.7K	1.46%	11
2022 Q3	$2.8M	Sell	39,343 -589	-1%	-$42.7K	1.75%	7
2022 Q2	$3.08M	Sell	39,932 -4,506	-10%	-$343K	1.59%	7
2022 Q1	$3.25M	Sell	44,438 -109	-0.2%	-$7.32K	1.78%	11
2021 Q4	$2.78M	Sell	44,547 -935	-2%	-$54.8K	1.26%	14
2021 Q3	$2.69M	Buy	45,482 +686	+2%	+$45.2K	1.28%	14
2021 Q2	$2.99M	Buy	44,796 +97	+0.2%	+$6.33K	1.67%	13
2021 Q1	$2.82M	Hold	44,699	–	–	1.62%	11
2020 Q4	$2.77M	Buy	44,699 +451	+1%	+$27.7K	1.93%	12
2020 Q3	$2.67M	Buy	44,248 +15,666	+55%	+$943K	2.33%	11
2020 Q2	$1.68M	Buy	28,582 +20,258	+243%	+$1.21M	1.54%	16
2020 Q1	$464K	Sell	8,324 -201	-2%	-$12.3K	0.72%	46
2019 Q4	$547K	Buy	+8,525	New	+$488K	0.41%	54