Bernardo Wealth Planning’s Bristol-Myers Squibb BMY Stock Holding History

Bernardo Wealth Planning’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
2022 Q3	–	Sell	-2,714	Closed	-$208K	–	85
2022 Q2	$208K	Sell	2,714 -675	-20%	-$51.4K	0.12%	79
2022 Q1	$247K	Buy	3,389 +139	+4%	+$9.33K	0.12%	77
2021 Q4	$202K	Sell	3,250 -202	-6%	-$11.8K	0.1%	81
2021 Q3	$204K	Sell	3,452 -588	-15%	-$38.7K	0.12%	73
2021 Q2	$269K	Sell	4,040 -74	-2%	-$4.83K	0.16%	63
2021 Q1	$259K	Sell	4,114 -2,600	-39%	-$162K	0.16%	63
2020 Q4	$416K	Sell	6,714 -453	-6%	-$27.9K	0.16%	111
2020 Q3	$432K	Buy	7,167 +59	+0.8%	+$3.55K	0.19%	91
2020 Q2	$417K	Sell	7,108 -323	-4%	-$19.3K	0.22%	84
2020 Q1	$414K	Buy	7,431 +105	+1%	+$6.42K	0.29%	87
2019 Q4	$470K	Buy	7,326 +2,802	+62%	+$160K	0.29%	82
2019 Q3	$229K	Sell	4,524 -265	-6%	-$12.5K	0.17%	131
2019 Q2	$217K	Hold	4,789	–	–	0.17%	132
2019 Q1	$228K	Buy	4,789 +300	+7%	+$14.9K	0.18%	121
2018 Q4	$233K	Buy	+4,489	New	+$241K	0.21%	115

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernardo Wealth Planning's BMY Position: Q3 2022 in Review

Bernardo Wealth Planning sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,714 shares — an estimated $208K sold.

Bernardo Wealth Planning first reported a position in BMY in Q4 2018 and held it in 15 quarters. The position peaked at $470K in Q4 2019. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Bernardo Wealth Planning reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Bernardo Wealth Planning sold 2,714 Bristol-Myers Squibb shares in Q3 2022, an estimated $208K.
Bernardo Wealth Planning first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 15 quarters.
Bernardo Wealth Planning's Bristol-Myers Squibb position peaked at $470K in Q4 2019.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Bernardo Wealth Planning's 13F filing for Q3 2022, filed 24 Oct 2022.