WCG 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
2026 Q1	$2.45M	Sell	40,363 -7,175	-15%	-$418K	0.07%	244
2025 Q4	$2.56M	Buy	47,538 +28,841	+154%	+$1.39M	0.07%	228
2025 Q3	$843K	Buy	+18,697	New	+$873K	0.05%	252
2024 Q2	–	Sell	-14,356	Closed	-$779K	–	279
2024 Q1	$779K	Buy	14,356 +980	+7%	+$49.9K	0.07%	200
2023 Q4	$686K	Sell	13,376 -379	-3%	-$19.9K	0.05%	225
2023 Q3	$887K	Sell	13,755 -12,910	-48%	-$791K	0.07%	207
2023 Q2	$1.71M	Buy	26,665 +182	+0.7%	+$12.2K	0.2%	87
2023 Q1	$1.84M	Buy	26,483 +854	+3%	+$60.2K	0.24%	82
2022 Q4	$1.84M	Buy	25,629 +21,315	+494%	+$1.61M	0.25%	75
2022 Q3	$1.75M	Sell	4,314 -17,849	-81%	-$1.29M	0.23%	85
2022 Q2	$1.71M	Buy	+22,163	New	+$1.69M	0.24%	78