Aries Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Aries Wealth Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$655K	Hold	10,803	–	–	0.14%	122
2025 Q4	$583K	Sell	10,803 -280	-3%	-$13.5K	0.13%	133
2025 Q3	$500K	Sell	11,083 -2,611	-19%	-$122K	0.12%	140
2025 Q2	$634K	Sell	13,694 -685	-5%	-$33.6K	0.17%	120
2025 Q1	$877K	Sell	14,379 -1,618	-10%	-$94.3K	0.24%	94
2024 Q4	$905K	Sell	15,997 -1,435	-8%	-$80.2K	0.25%	92
2024 Q3	$902K	Sell	17,432 -2,990	-15%	-$140K	0.25%	90
2024 Q2	$848K	Sell	20,422 -3,526	-15%	-$158K	0.27%	92
2024 Q1	$1.3M	Buy	23,948 +103	+0.4%	+$5.25K	0.42%	62
2023 Q4	$1.22M	Sell	23,845 -2,037	-8%	-$107K	0.44%	63
2023 Q3	$1.48M	Buy	25,882 +208	+0.8%	+$12.7K	0.58%	48
2023 Q2	$1.64M	Sell	25,674 -757	-3%	-$50.8K	0.64%	44
2023 Q1	$1.83M	Buy	26,431 +105	+0.4%	+$7.41K	0.75%	37
2022 Q4	$1.89M	Buy	26,326 +661	+3%	+$49.8K	0.82%	37
2022 Q3	$1.99M	Buy	25,665 +212	+0.8%	+$15.4K	0.88%	31
2022 Q2	$1.96M	Buy	+25,453	New	+$1.94M	0.89%	30
2022 Q1	–	Sell	-24,903	Closed	-$1.55M	–	88
2021 Q4	$1.55M	Sell	24,903 -1,269	-5%	-$74.4K	0.59%	47
2021 Q3	$1.55M	Buy	26,172 +1,800	+7%	+$119K	0.66%	41
2021 Q2	$1.63M	Buy	24,372 +801	+3%	+$52.2K	0.7%	39
2021 Q1	$1.5M	Sell	23,571 -400	-2%	-$24.9K	0.68%	39
2020 Q4	$1.5M	Buy	23,971 +380	+2%	+$23.4K	0.75%	39
2020 Q3	$1.42M	Sell	23,591 -776	-3%	-$46.7K	0.81%	37
2020 Q2	$1.43M	Buy	24,367 +320	+1%	+$19.1K	0.87%	35
2020 Q1	$1.33M	Sell	24,047 -425	-2%	-$26K	1.01%	28
2019 Q4	$1.54M	Buy	24,472 +645	+3%	+$36.9K	0.94%	29
2019 Q3	$1.23M	Sell	23,827 -1,380	-5%	-$64.9K	0.82%	35
2019 Q2	$1.16M	Sell	25,207 -141	-0.6%	-$6.57K	0.81%	36
2019 Q1	$1.21M	Buy	25,348 +1,720	+7%	+$85.7K	0.9%	35
2018 Q4	$1.23M	Hold	23,628	–	–	1.3%	26
2018 Q3	$1.47M	Hold	23,628	–	–	1.32%	20
2018 Q2	$1.39M	Sell	23,628 -295	-1%	-$15.9K	1.28%	22
2018 Q1	$1.46M	Sell	23,923 -574	-2%	-$36.9K	1.42%	20
2017 Q4	$1.53M	Buy	+24,497	New	+$1.53M	1.41%	22