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

Greenhouse 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 Q1	–	Sell	-2,801	Closed	-$201K	–	55
2022 Q4	$201K	Buy	+2,801	New	+$211K	0.2%	50
2022 Q3	–	Sell	-2,761	Closed	-$213K	–	50
2022 Q2	$213K	Buy	2,761 +20	+0.7%	+$1.52K	0.23%	48
2022 Q1	$200K	Buy	+2,741	New	+$184K	0.19%	50
2021 Q1	–	Sell	-2,637	Closed	-$164K	–	60
2020 Q4	$164K	Buy	+2,637	New	+$162K	0.16%	56

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Greenhouse Wealth Management's BMY Position: Q1 2023 in Review

Greenhouse Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 2,801 shares — an estimated $201K sold.

Greenhouse Wealth Management first reported a position in BMY in Q4 2020 and held it in 4 quarters. The position peaked at $213K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Greenhouse Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Greenhouse Wealth Management sold 2,801 Bristol-Myers Squibb shares in Q1 2023, an estimated $201K.
Greenhouse Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 4 quarters.
Greenhouse Wealth Management's Bristol-Myers Squibb position peaked at $213K in Q2 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Greenhouse Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.