Atria Investments’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
119,803
-42,976
| -26% | -$1.99M | 0.07% | 350 |
|
|
2025
Q1 | $9.93M | Sell |
162,779
-20,375
| -11% | -$1.24M | 0.13% | 182 |
|
|
2024
Q4 | $10.4M | Buy |
183,154
+55,296
| +43% | +$3.13M | 0.13% | 180 |
|
|
2024
Q3 | $6.62M | Buy |
127,858
+10,911
| +9% | +$565K | 0.08% | 278 |
|
|
2024
Q2 | $4.86M | Sell |
116,947
-21,891
| -16% | -$909K | 0.06% | 342 |
|
|
2024
Q1 | $7.54M | Buy |
138,838
+16,270
| +13% | +$883K | 0.1% | 234 |
|
|
2023
Q4 | $6.3M | Sell |
122,568
-21,995
| -15% | -$1.13M | 0.1% | 242 |
|
|
2023
Q3 | $8.39M | Sell |
144,563
-15,716
| -10% | -$912K | 0.15% | 160 |
|
|
2023
Q2 | $10.2M | Buy |
160,279
+7,402
| +5% | +$473K | 0.19% | 125 |
|
|
2023
Q1 | $10.6M | Buy |
152,877
+19,862
| +15% | +$1.38M | 0.2% | 111 |
|
|
2022
Q4 | $9.56M | Sell |
133,015
-141
| -0.1% | -$10.1K | 0.2% | 125 |
|
|
2022
Q3 | $9.47M | Sell |
133,156
-4,429
| -3% | -$315K | 0.21% | 113 |
|
|
2022
Q2 | $10.6M | Sell |
137,585
-2,995
| -2% | -$231K | 0.22% | 98 |
|
|
2022
Q1 | $10.3M | Buy |
140,580
+26,188
| +23% | +$1.91M | 0.18% | 141 |
|
|
2021
Q4 | $7.13M | Buy |
114,392
+18,779
| +20% | +$1.17M | 0.13% | 193 |
|
|
2021
Q3 | $5.66M | Buy |
95,613
+2,914
| +3% | +$172K | 0.1% | 219 |
|
|
2021
Q2 | $6.19M | Sell |
92,699
-3,417
| -4% | -$228K | 0.12% | 197 |
|
|
2021
Q1 | $6.07M | Buy |
96,116
+985
| +1% | +$62.2K | 0.13% | 175 |
|
|
2020
Q4 | $5.9M | Sell |
95,131
-16,488
| -15% | -$1.02M | 0.14% | 170 |
|
|
2020
Q3 | $6.73M | Buy |
111,619
+19,057
| +21% | +$1.15M | 0.2% | 112 |
|
|
2020
Q2 | $5.44M | Buy |
+92,562
| New | +$5.44M | 0.19% | 139 |
|
|
2020
Q1 | – | Sell |
-161,017
| Closed | -$10.3M | – | 622 |
|
|
2019
Q4 | $10.3M | Buy |
161,017
+112,445
| +232% | +$7.22M | 0.28% | 79 |
|
|
2019
Q3 | $2.46M | Sell |
48,572
-5,349
| -10% | -$271K | 0.09% | 191 |
|
|
2019
Q2 | $2.51M | Buy |
53,921
+18,948
| +54% | +$882K | 0.09% | 185 |
|
|
2019
Q1 | $1.67M | Buy |
34,973
+8,334
| +31% | +$398K | 0.07% | 239 |
|
|
2018
Q4 | $1.39M | Sell |
26,639
-26,625
| -50% | -$1.38M | 0.06% | 238 |
|
|
2018
Q3 | $3.31M | Buy |
53,264
+1,202
| +2% | +$74.6K | 0.13% | 137 |
|
|
2018
Q2 | $2.88M | Sell |
52,062
-703
| -1% | -$38.9K | 0.13% | 150 |
|
|
2018
Q1 | $3.34M | Buy |
52,765
+4,204
| +9% | +$266K | 0.16% | 121 |
|
|
2017
Q4 | $2.98M | Buy |
48,561
+7,094
| +17% | +$435K | 0.15% | 148 |
|
|
2017
Q3 | $2.64M | Buy |
41,467
+748
| +2% | +$47.7K | 0.14% | 156 |
|
|
2017
Q2 | $2.27M | Sell |
40,719
-142
| -0.3% | -$7.91K | 0.14% | 166 |
|
|
2017
Q1 | $2.22M | Buy |
40,861
+5,349
| +15% | +$291K | 0.14% | 160 |
|
|
2016
Q4 | $2.08M | Buy |
35,512
+5,387
| +18% | +$315K | 0.16% | 122 |
|
|
2016
Q3 | $1.62M | Buy |
30,125
+1,636
| +6% | +$88.2K | 0.15% | 126 |
|
|
2016
Q2 | $2.11M | Buy |
28,489
+4,788
| +20% | +$355K | 0.23% | 67 |
|
|
2016
Q1 | $1.51M | Sell |
23,701
-2,661
| -10% | -$170K | 0.17% | 95 |
|
|
2015
Q4 | $1.68M | Buy |
26,362
+2,293
| +10% | +$146K | 0.18% | 85 |
|
|
2015
Q3 | $1.43M | Sell |
24,069
-4,177
| -15% | -$247K | 0.2% | 79 |
|
|
2015
Q2 | $1.88M | Sell |
28,246
-1,522
| -5% | -$101K | 0.22% | 63 |
|
|
2015
Q1 | $1.92M | Buy |
29,768
+843
| +3% | +$54.4K | 0.22% | 66 |
|
|
2014
Q4 | $1.71M | Buy |
28,925
+2,798
| +11% | +$165K | 0.18% | 87 |
|
|
2014
Q3 | $1.34M | Buy |
26,127
+938
| +4% | +$48K | 0.14% | 126 |
|
|
2014
Q2 | $1.22M | Buy |
25,189
+1,774
| +8% | +$86.1K | 0.12% | 147 |
|
|
2014
Q1 | $1.22M | Buy |
23,415
+1,635
| +8% | +$84.9K | 0.12% | 148 |
|
|
2013
Q4 | $1.16M | Buy |
21,780
+8,049
| +59% | +$428K | 0.12% | 166 |
|
|
2013
Q3 | $635K | Buy |
13,731
+3,411
| +33% | +$158K | 0.07% | 237 |
|
|
2013
Q2 | $461K | Buy |
+10,320
| New | +$461K | 0.06% | 196 |
|