Tranquilli Financial Advisor’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 Q1	–	Sell	-5,194	Closed	-$294K	–	111
2024 Q4	$294K	Buy	5,194 +6	+0.1%	+$335	0.19%	88
2024 Q3	$268K	Buy	5,188 +32	+0.6%	+$1.5K	0.17%	91
2024 Q2	$213K	Sell	5,156 -6	-0.1%	-$268	0.14%	100
2024 Q1	$280K	Buy	5,162 +358	+7%	+$18.2K	0.19%	89
2023 Q4	$246K	Sell	4,804 -910	-16%	-$47.8K	0.17%	86
2023 Q3	$332K	Buy	5,714 +157	+3%	+$9.62K	0.24%	72
2023 Q2	$355K	Sell	5,557 -304	-5%	-$20.4K	0.25%	69
2023 Q1	$406K	Buy	5,861 +313	+6%	+$22.1K	0.3%	60
2022 Q4	$399K	Buy	5,548 +55	+1%	+$4.15K	0.3%	54
2022 Q3	$390K	Buy	5,493 +28	+0.5%	+$2.03K	0.31%	39
2022 Q2	$421K	Buy	5,465 +579	+12%	+$44.1K	0.32%	32
2022 Q1	$357K	Buy	4,886 +292	+6%	+$19.6K	0.25%	57
2021 Q4	$286K	Sell	4,594 -50	-1%	-$2.93K	0.2%	72
2021 Q3	$275K	Hold	4,644	–	–	0.21%	68
2021 Q2	$310K	Hold	4,644	–	–	0.23%	60
2021 Q1	$293K	Buy	4,644 +268	+6%	+$16.7K	0.24%	59
2020 Q4	$271K	Buy	+4,376	New	+$269K	0.25%	60