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HFS
HBC Financial Services’s
Bristol-Myers Squibb
BMY
Stock Holding History
HBC Financial Services’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
Q4
$2K
Hold
50
–
–
﹤0.01%
158
2024
Q3
$2K
Buy
+50
New
+$2.35K
﹤0.01%
157
2021
Q2
–
Sell
-200
Closed
-$12.8K
–
174
2021
Q1
$12.8K
Sell
200
-600
-75%
-$37.3K
0.01%
125
2020
Q4
$49K
Buy
800
+186
+30%
+$11.4K
0.04%
66
2020
Q3
$39K
Sell
614
-186
-23%
-$11.2K
0.03%
69
2020
Q2
$47K
Buy
800
+500
+167%
+$29.9K
0.04%
61
2020
Q1
$16K
Buy
300
+50
+20%
+$3.06K
0.02%
94
2019
Q4
$16K
Buy
+250
New
+$14.3K
0.01%
117
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
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26.35%
1-Year Est. Return
Capital International Investors
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$427B AUM
29.17%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
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$935B AUM
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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