Rise Advisors’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
$88.7K Sell
1,915
-608
-24% -$28.1K 0.04% 168
2025
Q1
$154K Buy
2,523
+498
+25% +$30.4K 0.07% 106
2024
Q4
$115K Sell
2,025
-135
-6% -$7.64K 0.06% 133
2024
Q3
$112K Sell
2,160
-106
-5% -$5.49K 0.05% 141
2024
Q2
$94.1K Buy
2,266
+341
+18% +$14.2K 0.05% 154
2024
Q1
$104K Buy
1,925
+1,293
+205% +$70.1K 0.06% 149
2023
Q4
$32.4K Buy
632
+7
+1% +$359 0.02% 209
2023
Q3
$36.3K Sell
625
-3
-0.5% -$174 0.03% 168
2023
Q2
$40.2K Sell
628
-383
-38% -$24.5K 0.03% 167
2023
Q1
$70.1K Sell
1,011
-10
-1% -$693 0.05% 130
2022
Q4
$73.4K Buy
1,021
+7
+0.7% +$503 0.06% 123
2022
Q3
$72K Buy
1,014
+7
+0.7% +$497 0.06% 119
2022
Q2
$78K Buy
1,007
+139
+16% +$10.8K 0.08% 107
2022
Q1
$63K Sell
868
-34
-4% -$2.47K 0.06% 126
2021
Q4
$56.2K Buy
+902
New +$56.2K 0.05% 137