Total Wealth Planning & Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,358	Closed	-$449K	–	195
2025 Q1	$449K	Hold	7,358	–	–	0.43%	76
2024 Q4	$416K	Buy	+7,358	New	+$416K	0.38%	74