Acima Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Acima Private Wealth’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$10.8K	–	185
2024 Q1	$10.8K	Hold	200	–	–	﹤0.01%	179
2023 Q4	$10.3K	Sell	200 -104	-34%	-$5.46K	﹤0.01%	201
2023 Q3	$17.6K	Hold	304	–	–	0.01%	187
2023 Q2	$19.4K	Hold	304	–	–	0.01%	189
2023 Q1	$21.1K	Buy	304 +104	+52%	+$7.33K	0.01%	190
2022 Q4	$14.4K	Hold	200	–	–	0.01%	190
2022 Q3	$14.2K	Hold	200	–	–	0.01%	193
2022 Q2	$15.4K	Sell	200 -300	-60%	-$22.8K	0.01%	197
2022 Q1	$37K	Hold	500	–	–	0.02%	179
2021 Q4	$31K	Hold	500	–	–	0.01%	182
2021 Q3	$30K	Hold	500	–	–	0.01%	174
2021 Q2	$33K	Hold	500	–	–	0.02%	169
2021 Q1	$32K	Sell	500 -104	-17%	-$6.47K	0.02%	171
2020 Q4	$37K	Sell	604 -98	-14%	-$6.03K	0.02%	167
2020 Q3	$42K	Sell	702 -4,584	-87%	-$276K	0.03%	157
2020 Q2	$311K	Hold	5,286	–	–	0.2%	90
2020 Q1	$295K	Hold	5,286	–	–	0.23%	87
2019 Q4	$339K	Buy	5,286 +3,646	+222%	+$209K	0.23%	93
2019 Q3	$83K	Hold	1,640	–	–	0.06%	168
2019 Q2	$74K	Hold	1,640	–	–	0.06%	160
2019 Q1	$78K	Sell	1,640 -133	-8%	-$6.63K	0.07%	156
2018 Q4	$92K	Buy	+1,773	New	+$95.3K	0.09%	152

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acima Private Wealth's BMY Position: Q2 2024 in Review

Acima Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 200 shares — an estimated $10.8K sold.

Acima Private Wealth first reported a position in BMY in Q4 2018 and held it in 22 quarters. The position peaked at $339K in Q4 2019. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Acima Private Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Acima Private Wealth sold 200 Bristol-Myers Squibb shares in Q2 2024, an estimated $10.8K.
Acima Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 22 quarters.
Acima Private Wealth's Bristol-Myers Squibb position peaked at $339K in Q4 2019.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Acima Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.