Goldstein Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Goldstein 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
2024 Q1	–	Sell	-9,090	Closed	-$466K	–	179
2023 Q4	$466K	Sell	9,090 -400	-4%	-$21K	0.08%	108
2023 Q3	$551K	Buy	9,490 +384	+4%	+$23.5K	0.12%	69
2023 Q2	$582K	Hold	9,106	–	–	0.12%	68
2023 Q1	$631K	Hold	9,106	–	–	0.14%	63
2022 Q4	$655K	Buy	+9,106	New	+$687K	0.16%	61

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors's BMY Position: Q1 2024 in Review

Goldstein Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 9,090 shares — an estimated $466K sold.

Goldstein Advisors first reported a position in BMY in Q4 2022 and held it in 5 quarters. The position peaked at $655K in Q4 2022. 2,338 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Goldstein Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Goldstein Advisors sold 9,090 Bristol-Myers Squibb shares in Q1 2024, an estimated $466K.
Goldstein Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 5 quarters.
Goldstein Advisors's Bristol-Myers Squibb position peaked at $655K in Q4 2022.
2,338 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Goldstein Advisors's 13F filing for Q1 2024, filed 13 May 2024.