Artemis Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Artemis Wealth Advisors’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
2023 Q1	–	Sell	-7	Closed	-$504	–	70
2022 Q4	$504	Hold	7	–	–	﹤0.01%	80
2022 Q3	$498	Hold	7	–	–	﹤0.01%	99
2022 Q2	$539	Buy	+7	New	+$533	﹤0.01%	122
2020 Q4	–	Sell	-350	Closed	-$21.1K	–	76
2020 Q3	$21.1K	Hold	350	–	–	0.01%	54
2020 Q2	$20.6K	Hold	350	–	–	0.01%	44
2020 Q1	$19.5K	Hold	350	–	–	0.01%	41
2019 Q4	$22.5K	Hold	350	–	–	0.01%	79
2019 Q3	$17.7K	Hold	350	–	–	0.01%	23
2019 Q2	$15.9K	Hold	350	–	–	0.01%	24
2019 Q1	$16.7K	Hold	350	–	–	0.01%	24
2018 Q4	$18.2K	Hold	350	–	–	0.01%	35
2018 Q3	$21.7K	Hold	350	–	–	0.01%	22
2018 Q2	$19.4K	Hold	350	–	–	0.01%	23
2018 Q1	$22.1K	Hold	350	–	–	0.02%	22
2017 Q4	$21.4K	Hold	350	–	–	0.02%	20
2017 Q3	$22.3K	Hold	350	–	–	0.02%	17
2017 Q2	$19.5K	Hold	350	–	–	0.02%	16
2017 Q1	$19K	Hold	350	–	–	0.02%	19
2016 Q4	$20K	Buy	+350	New	+$19.1K	0.02%	10

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Artemis Wealth Advisors's BMY Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 7 shares — an estimated $504 sold.

Artemis Wealth Advisors first reported a position in BMY in Q4 2016 and held it in 19 quarters. The position peaked at $22.5K in Q4 2019. 2,542 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Artemis Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 7 Bristol-Myers Squibb shares in Q1 2023, an estimated $504.
Artemis Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 19 quarters.
Artemis Wealth Advisors's Bristol-Myers Squibb position peaked at $22.5K in Q4 2019.
2,542 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.