Ownership history in Wiser Advisor Group LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in BRISTOL MYERS (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 | UNCHANGED | 1 | — | 0% | 0.00% | $50 | $43.97 |
| 2025 Q1 | UNCHANGED | 1 | — | 0% | 0.00% | $66 | $58.06 |
| 2024 Q4 | UNCHANGED | 1 | — | 0% | 0.00% | $61 | $53.25 |
| 2024 Q3 | REDUCED | 1 | -1 | -50.0% | 0.00% | $55 | $48.17 |
| 2024 Q2 | ADDED | 2 | +1 | +100.0% | 0.00% | $43 | $38.09 |
| 2024 Q1 | UNCHANGED | 1 | — | 0% | 0.00% | $56 | $49.17 |
| 2023 Q4 | INITIATED | 1 | — | — | 0.00% | $52 | — |
As of 2025 Q4 — sorted by position size