Atria Wealth Solutions’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
$2.69M Sell
57,977
-103,860
-64% -$4.82M 0.06% 344
2025
Q1
$9.87M Sell
161,837
-28,841
-15% -$1.76M 0.12% 183
2024
Q4
$10.8M Buy
190,678
+21,516
+13% +$1.22M 0.12% 181
2024
Q3
$8.75M Buy
169,162
+1,986
+1% +$103K 0.09% 215
2024
Q2
$6.94M Sell
167,176
-28,277
-14% -$1.17M 0.08% 259
2024
Q1
$10.6M Buy
195,453
+7,808
+4% +$423K 0.12% 185
2023
Q4
$9.63M Sell
187,645
-7,494
-4% -$385K 0.12% 171
2023
Q3
$11.3M Sell
195,139
-7,563
-4% -$439K 0.16% 140
2023
Q2
$13M Buy
202,702
+126
+0.1% +$8.06K 0.18% 124
2023
Q1
$14M Buy
202,576
+8,947
+5% +$620K 0.21% 104
2022
Q4
$13.9M Sell
193,629
-6,500
-3% -$468K 0.22% 101
2022
Q3
$14.2M Buy
200,129
+132,499
+196% +$9.42M 0.25% 92
2022
Q2
$5.21M Sell
67,630
-114,106
-63% -$8.79M 0.1% 214
2022
Q1
$13.3M Buy
+181,736
New +$13.3M 0.22% 96