Willner & Heller’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,131	Closed	-$255K	–	155
2024 Q2	$255K	Sell	6,131 -2,912	-32%	-$121K	0.24%	127
2024 Q1	$490K	Buy	9,043 +3,025	+50%	+$164K	0.49%	70
2023 Q4	$309K	Buy	+6,018	New	+$309K	0.34%	101