Global Wealth Management Investment Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-385	Closed	-$19.8K	–	174
2023 Q4	$19.8K	Buy	385 +108	+39%	+$5.67K	0.01%	245
2023 Q3	$16.1K	Hold	277	–	–	﹤0.01%	266
2023 Q2	$17.7K	Buy	+277	New	+$18.6K	﹤0.01%	255
2022 Q3	–	Sell	-277	Closed	-$21K	–	179
2022 Q2	$21K	Hold	277	–	–	0.01%	234
2022 Q1	$20K	Hold	277	–	–	0.01%	256
2021 Q4	$17K	Hold	277	–	–	0.01%	269
2021 Q3	$16K	Hold	277	–	–	0.01%	276
2021 Q2	$19K	Hold	277	–	–	0.01%	246
2021 Q1	$17K	Sell	277 -35	-11%	-$2.18K	0.01%	258
2020 Q4	$19K	Buy	312 +35	+13%	+$2.15K	0.01%	238
2020 Q3	$17K	Sell	277 -1,800	-87%	-$108K	0.01%	237
2020 Q2	$122K	Sell	2,077 -196	-9%	-$11.7K	0.05%	137
2020 Q1	$127K	Hold	2,273	–	–	0.06%	116
2019 Q4	$146K	Buy	2,273 +394	+21%	+$22.6K	0.06%	122
2019 Q3	$95K	Hold	1,879	–	–	0.04%	138
2019 Q2	$85K	Sell	1,879 -175	-9%	-$8.15K	0.04%	145
2019 Q1	$98K	Sell	2,054 -2,659	-56%	-$132K	0.05%	164
2018 Q4	$245K	Buy	+4,713	New	+$253K	0.14%	118

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Global Wealth Management Investment Advisory's BMY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 385 shares — an estimated $19.8K sold.

Global Wealth Management Investment Advisory first reported a position in BMY in Q4 2018 and held it in 18 quarters. The position peaked at $245K in Q4 2018. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 385 Bristol-Myers Squibb shares in Q1 2024, an estimated $19.8K.
Global Wealth Management Investment Advisory first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Bristol-Myers Squibb position peaked at $245K in Q4 2018.
2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.