TriaGen 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
2025 Q2	–	Sell	-3,499	Closed	-$213K	–	176
2025 Q1	$213K	Sell	3,499 -152	-4%	-$8.86K	0.08%	155
2024 Q4	$207K	Buy	+3,651	New	+$204K	0.07%	161
2023 Q4	–	Sell	-3,820	Closed	-$222K	–	163
2023 Q3	$222K	Sell	3,820 -5	-0.1%	-$306	0.11%	139
2023 Q2	$245K	Hold	3,825	–	–	0.11%	149
2023 Q1	$265K	Hold	3,825	–	–	0.13%	134
2022 Q4	$275K	Hold	3,825	–	–	0.15%	136
2022 Q3	$272K	Sell	3,825 -23,393	-86%	-$1.7M	0.15%	132
2022 Q2	$2.1M	Sell	27,218 -302	-1%	-$23K	1.49%	17
2022 Q1	$2.01M	Buy	27,520 +23,545	+592%	+$1.58M	1.04%	27
2021 Q4	$248K	Buy	+3,975	New	+$233K	0.12%	159
2021 Q3	–	Sell	-4,641	Closed	-$315K	–	180
2021 Q2	$315K	Sell	4,641 -3,491	-43%	-$228K	0.16%	144
2021 Q1	$513K	Hold	8,132	–	–	0.29%	93
2020 Q4	$504K	Buy	+8,132	New	+$500K	0.3%	94