Blue Chip Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$354K Buy
5,874
+464
+9% +$27.9K 0.28% 70
2020
Q2
$318K Buy
5,410
+600
+12% +$35.9K 0.3% 72
2020
Q1
$268K Buy
+4,810
New +$294K 0.33% 68

Other funds holding BMY

Blue Chip Wealth Management's BMY Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 8.6% in Q3 2020, buying an estimated $27.9K and bringing the position to 5,874 shares worth $354K. The position accounts for 0.28% of the portfolio, ranked #70.

Blue Chip Wealth Management first reported a position in BMY in Q1 2020 and has held it in 3 quarters since. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

  • Blue Chip Wealth Management held 5,874 shares of Bristol-Myers Squibb worth $354K as of Q3 2020.
  • Blue Chip Wealth Management bought 464 Bristol-Myers Squibb shares in Q3 2020, an estimated $27.9K.
  • Bristol-Myers Squibb made up 0.28% of Blue Chip Wealth Management's portfolio in Q3 2020, its #70 holding.
  • Blue Chip Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 3 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.