Visionary Wealth 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
2024 Q3	–	Sell	-6,050	Closed	-$251K	–	536
2024 Q2	$251K	Sell	6,050 -2,401	-28%	-$107K	0.02%	445
2024 Q1	$458K	Buy	8,451 +581	+7%	+$29.6K	0.03%	336
2023 Q4	$404K	Sell	7,870 -499	-6%	-$26.2K	0.03%	352
2023 Q3	$486K	Sell	8,369 -547	-6%	-$33.5K	0.04%	306
2023 Q2	$570K	Sell	8,916 -536	-6%	-$35.9K	0.05%	273
2023 Q1	$655K	Buy	9,452 +1,676	+22%	+$118K	0.06%	248
2022 Q4	$560K	Buy	7,776 +637	+9%	+$48K	0.05%	224
2022 Q3	$507K	Sell	7,139 -50	-0.7%	-$3.63K	0.05%	224
2022 Q2	$554K	Sell	7,189 -1,322	-16%	-$101K	0.05%	228
2022 Q1	$622K	Sell	8,511 -1,630	-16%	-$109K	0.05%	227
2021 Q4	$632K	Buy	10,141 +2,514	+33%	+$147K	0.05%	207
2021 Q3	$451K	Buy	7,627 +99	+1%	+$6.52K	0.05%	201
2021 Q2	$503K	Buy	7,528 +1,583	+27%	+$103K	0.05%	202
2021 Q1	$375K	Buy	5,945 +386	+7%	+$24K	0.04%	222
2020 Q4	$345K	Buy	5,559 +145	+3%	+$8.92K	0.04%	219
2020 Q3	$326K	Buy	5,414 +805	+17%	+$48.5K	0.05%	185
2020 Q2	$271K	Buy	4,609 +804	+21%	+$48.1K	0.04%	183
2020 Q1	$212K	Sell	3,805 -249	-6%	-$15.2K	0.04%	185
2019 Q4	$261K	Buy	+4,054	New	+$232K	0.05%	177