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

GGM 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 Q4	–	Sell	-3,709	Closed	-$215K	–	139
2023 Q3	$215K	Buy	3,709 +14	+0.4%	+$858	0.09%	126
2023 Q2	$232K	Buy	+3,695	New	+$248K	0.09%	130
2023 Q1	–	Sell	-3,669	Closed	-$268K	–	71
2022 Q4	$268K	Sell	3,669 -739	-17%	-$55.7K	0.14%	105
2022 Q3	$320K	Buy	4,408 +11	+0.3%	+$798	0.17%	98
2022 Q2	$329K	Buy	4,397 +11	+0.3%	+$838	0.18%	92
2022 Q1	$335K	Buy	4,386 +12	+0.3%	+$806	0.17%	106
2021 Q4	$286K	Buy	4,374 +263	+6%	+$15.4K	0.23%	77
2021 Q3	$237K	Buy	4,111 +10	+0.2%	+$659	0.19%	84
2021 Q2	$275K	Buy	4,101 +112	+3%	+$7.3K	0.23%	74
2021 Q1	$249K	Buy	3,989 +761	+24%	+$47.3K	0.2%	74
2020 Q4	$208K	Buy	+3,228	New	+$198K	0.21%	67

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

GGM Wealth Advisors's BMY Position: Q4 2023 in Review

GGM Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,709 shares — an estimated $215K sold.

GGM Wealth Advisors first reported a position in BMY in Q4 2020 and held it in 11 quarters. The position peaked at $335K in Q1 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

GGM Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
GGM Wealth Advisors sold 3,709 Bristol-Myers Squibb shares in Q4 2023, an estimated $215K.
GGM Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 11 quarters.
GGM Wealth Advisors's Bristol-Myers Squibb position peaked at $335K in Q1 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on GGM Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.