Traphagen 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	$212K	Buy	+3,491	New	+$204K	0.02%	190
2023 Q4	–	Sell	-3,480	Closed	-$202K	–	176
2023 Q3	$202K	Buy	3,480 +230	+7%	+$14.1K	0.03%	155
2023 Q2	$208K	Buy	3,250 +13	+0.4%	+$872	0.03%	149
2023 Q1	$224K	Buy	3,237 +12	+0.4%	+$846	0.03%	141
2022 Q4	$232K	Buy	3,225 +123	+4%	+$9.27K	0.04%	136
2022 Q3	$221K	Buy	3,102 +10	+0.3%	+$725	0.04%	127
2022 Q2	$238K	Buy	3,092 +56	+2%	+$4.26K	0.04%	122
2022 Q1	$222K	Buy	3,036 +1,796	+145%	+$121K	0.04%	128
2021 Q4	$227K	Hold	1,240	–	–	0.04%	127
2021 Q3	$207K	Hold	1,240	–	–	0.04%	131
2021 Q2	$200K	Sell	1,240 -2,673	-68%	-$174K	0.03%	136
2021 Q1	$247K	Buy	3,913 +88	+2%	+$5.47K	0.05%	119
2020 Q4	$237K	Sell	3,825 -87	-2%	-$5.35K	0.04%	118
2020 Q3	$236K	Sell	3,912 -138	-3%	-$8.31K	0.05%	108
2020 Q2	$238K	Sell	4,050 -47	-1%	-$2.81K	0.05%	108
2020 Q1	$228K	Buy	+4,097	New	+$250K	0.06%	105