Atria Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.69M	Sell	57,977 -103,860	-64%	-$5.1M	0.06%	344
2025 Q1	$9.87M	Sell	161,837 -28,841	-15%	-$1.68M	0.12%	183
2024 Q4	$10.8M	Buy	190,678 +21,516	+13%	+$1.2M	0.12%	181
2024 Q3	$8.75M	Buy	169,162 +1,986	+1%	+$93.2K	0.1%	215
2024 Q2	$6.94M	Sell	167,176 -28,277	-14%	-$1.27M	0.08%	260
2024 Q1	$10.6M	Buy	195,453 +7,808	+4%	+$398K	0.12%	185
2023 Q4	$9.63M	Sell	187,645 -7,494	-4%	-$393K	0.12%	172
2023 Q3	$11.3M	Sell	195,139 -7,563	-4%	-$463K	0.16%	140
2023 Q2	$13M	Buy	202,702 +126	+0.1%	+$8.45K	0.18%	124
2023 Q1	$14M	Buy	202,576 +8,947	+5%	+$631K	0.21%	104
2022 Q4	$13.9M	Sell	193,629 -6,500	-3%	-$490K	0.22%	101
2022 Q3	$14.2M	Buy	200,129 +132,499	+196%	+$9.61M	0.25%	92
2022 Q2	$5.21M	Sell	67,630 -114,106	-63%	-$8.69M	0.1%	227
2022 Q1	$13.3M	Buy	+181,736	New	+$12.2M	0.22%	96