Ownership history in Thrive Wealth Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC reported a position in BRISTOL-MYERS SQUIBB CO (BMY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,460 | -887 | -16.6% | 0.03% | $201K | $43.97 |
| 2025 Q2 | REDUCED | 5,347 | -528 | -9.0% | 0.04% | $248K | $44.54 |
| 2025 Q1 | ADDED | 5,875 | +232 | +4.1% | 0.07% | $358K | $58.06 |
| 2024 Q4 | ADDED | 5,643 | +1,243 | +28.2% | 0.06% | $319K | $53.25 |
| 2024 Q3 | ADDED | 4,400 | +4 | +0.1% | 0.04% | $228K | $48.17 |
| 2024 Q1 | REDUCED | 4,396 | -558 | -11.3% | 0.05% | $238K | $49.17 |
| 2023 Q4 | REDUCED | 4,954 | -686 | -12.2% | 0.06% | $254K | $45.98 |
| 2023 Q3 | ADDED | 5,640 | +764 | +15.7% | 0.09% | $327K | $51.49 |
| 2023 Q2 | REDUCED | 4,876 | -515 | -9.6% | 0.08% | $312K | $56.24 |
| 2023 Q1 | REDUCED | 5,391 | -496 | -8.4% | 0.10% | $374K | $60.45 |
As of 2025 Q4 — sorted by position size