HWP
BMY icon

Hefty Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$76K Hold
1,196
– – 0.05% 124
2017
Q4 		$73K Hold
1,196
– – 0.05% 122
2017
Q3 		$76K Hold
1,196
– – 0.05% 115
2017
Q2 		$66K Hold
1,196
– – 0.05% 114
2017
Q1 		$65K Hold
1,196
– – 0.05% 113
2016
Q4 		$69K Hold
1,196
– – 0.06% 98
2016
Q3 		$64K Buy
1,196
+1,109
+1,275% +$71.2K 0.05% 112
2016
Q2 		$6K Hold
87
– – 0.01% 161
2016
Q1 		$5K Hold
87
– – ﹤0.01% 166
2015
Q4 		$5K Buy
+87
New +$5.75K ﹤0.01% 160

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State Street
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Capital World Investors
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Dodge & Cox
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Jennison Associates
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Northern Trust
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return