WoodTrust Financial’s Bristol-Myers Squibb BMY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Buy	5,879 +173	+3%	+$8K	0.03%	131
2025 Q1	$348K	Sell	5,706 -30	-0.5%	-$1.83K	0.05%	129
2024 Q4	$324K	Sell	5,736 -5	-0.1%	-$282	0.05%	139
2024 Q3	$297K	Sell	5,741 -7,965	-58%	-$412K	0.04%	149
2024 Q2	$569K	Sell	13,706 -20	-0.1%	-$830	0.09%	108
2024 Q1	$744	Buy	13,726 +3,809	+38%	+$206	0.12%	98
2023 Q4	$508K	Sell	9,917 -2,000	-17%	-$102K	0.09%	107
2023 Q3	$692K	Buy	11,917 +300	+3%	+$17.4K	0.13%	91
2023 Q2	$743K	Hold	11,617	–	–	0.14%	90
2023 Q1	$805K	Hold	11,617	–	–	0.16%	84
2022 Q4	$836K	Hold	11,617	–	–	0.17%	78
2022 Q3	$825K	Buy	11,617 +127	+1%	+$9.02K	0.19%	82
2022 Q2	$884K	Hold	11,490	–	–	0.2%	73
2022 Q1	$839K	Hold	11,490	–	–	0.17%	82
2021 Q4	$716K	Buy	11,490 +1,200	+12%	+$74.8K	0.15%	83
2021 Q3	$609K	Buy	10,290 +2,893	+39%	+$171K	0.14%	83
2021 Q2	$494K	Buy	7,397 +557	+8%	+$37.2K	0.13%	56
2021 Q1	$432K	Sell	6,840 -993	-13%	-$62.7K	0.13%	56
2020 Q4	$486K	Buy	7,833 +73	+0.9%	+$4.53K	0.15%	47
2020 Q3	$468K	Hold	7,760	–	–	0.17%	47
2020 Q2	$456K	Sell	7,760 -400	-5%	-$23.5K	0.18%	52
2020 Q1	$455K	Hold	8,160	–	–	0.21%	54
2019 Q4	$524K	Buy	8,160 +913	+13%	+$58.6K	0.21%	51
2019 Q3	$367K	Sell	7,247 -847	-10%	-$42.9K	0.16%	57
2019 Q2	$367K	Buy	8,094 +43	+0.5%	+$1.95K	0.17%	56
2019 Q1	$384K	Hold	8,051	–	–	0.18%	56
2018 Q4	$418K	Hold	8,051	–	–	0.24%	55
2018 Q3	$500K	Hold	8,051	–	–	0.24%	57
2018 Q2	$446K	Hold	8,051	–	–	0.23%	58
2018 Q1	$509K	Sell	8,051 -77	-0.9%	-$4.87K	0.27%	55
2017 Q4	$498K	Buy	+8,128	New	+$498K	0.26%	54