WestHill Financial 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 Q2	–	Sell	-4,206	Closed	-$228K	–	72
2024 Q1	$228K	Buy	4,206 +58	+1%	+$2.96K	0.06%	69
2023 Q4	$213K	Sell	4,148 -46	-1%	-$2.42K	0.06%	69
2023 Q3	$243K	Buy	4,194 +33	+0.8%	+$2.02K	0.07%	54
2023 Q2	$266K	Sell	4,161 -36	-0.9%	-$2.41K	0.08%	50
2023 Q1	$291K	Sell	4,197 -500	-11%	-$35.3K	0.09%	46
2022 Q4	$338K	Buy	4,697 +500	+12%	+$37.7K	0.11%	45
2022 Q3	$298K	Buy	4,197 +27	+0.6%	+$1.96K	0.1%	45
2022 Q2	$321K	Buy	4,170 +25	+0.6%	+$1.9K	0.11%	43
2022 Q1	$303K	Sell	4,145 -600	-13%	-$40.3K	0.09%	48
2021 Q4	$296K	Hold	4,745	–	–	0.08%	51
2021 Q3	$281K	Buy	+4,745	New	+$312K	0.09%	44
2021 Q1	$300K	Sell	4,745 -6	-0.1%	-$373	0.11%	38
2020 Q4	$295K	Buy	+4,751	New	+$292K	0.12%	37