Wealthstreet 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
2022 Q1	$11K	Hold	150	–	–	0.3%	55
2021 Q4	$9K	Hold	150	–	–	0.22%	56
2021 Q3	$9K	Hold	150	–	–	0.25%	55
2021 Q2	$10K	Sell	150 -277,839	-100%	-$18.1M	0.05%	79
2021 Q1	$17.5M	Sell	277,989 -6,670	-2%	-$415K	1.71%	12
2020 Q4	$17.7M	Buy	+284,659	New	+$17.5M	1.79%	13
2020 Q3	–	Sell	-306,031	Closed	-$18M	–	337
2020 Q2	$18M	Buy	306,031 +3,227	+1%	+$193K	2.2%	7
2020 Q1	$16.9M	Sell	302,804 -8,147	-3%	-$498K	2.49%	6
2019 Q4	$20M	Buy	310,951 +147,364	+90%	+$8.44M	2.33%	6
2019 Q3	$9.12M	Sell	163,587 -6,459	-4%	-$304K	1.17%	20
2019 Q2	$7.71M	Buy	170,046 +3,089	+2%	+$144K	1%	25
2019 Q1	$7.96M	Buy	166,957 +9,500	+6%	+$473K	1.05%	22
2018 Q4	$7.61M	Sell	157,457 -9,490	-6%	-$510K	1.07%	23
2018 Q3	$10.4M	Sell	166,947 -630	-0.4%	-$37.4K	1.28%	18
2018 Q2	$9.27M	Sell	167,577 -1,570	-0.9%	-$84.8K	1.23%	19
2018 Q1	$10.7M	Sell	169,147 -4,708	-3%	-$303K	1.34%	17
2017 Q4	$10.7M	Buy	+173,855	New	+$10.9M	1.29%	15