C2C Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

C2C Wealth Management’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 Q4	–	Sell	-35,477	Closed	-$2.05M	–	115
2023 Q3	$2.05M	Sell	35,477 -1,600	-4%	-$98K	0.29%	37
2023 Q2	$2.28M	Buy	37,077 +290	+0.8%	+$19.4K	0.3%	36
2023 Q1	$2.58M	Buy	36,787 +11,304	+44%	+$797K	0.42%	23
2022 Q4	$1.87M	Sell	25,483 -4,536	-15%	-$342K	0.32%	34
2022 Q3	$2.14M	Sell	30,019 -66	-0.2%	-$4.79K	0.42%	29
2022 Q2	$2.2M	Hold	30,085	–	–	0.4%	32
2022 Q1	$2.31M	Buy	30,085 +2,593	+9%	+$174K	0.39%	33
2021 Q4	$1.71M	Buy	+27,492	New	+$1.61M	0.25%	47

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

C2C Wealth Management's BMY Position: Q4 2023 in Review

C2C Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 35,477 shares — an estimated $2.05M sold.

C2C Wealth Management first reported a position in BMY in Q4 2021 and held it in 8 quarters. The position peaked at $2.58M in Q1 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

C2C Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 35,477 Bristol-Myers Squibb shares in Q4 2023, an estimated $2.05M.
C2C Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Bristol-Myers Squibb position peaked at $2.58M in Q1 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.