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

Independent Solutions 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
2024 Q1	–	Sell	-4,920	Closed	-$252K	–	172
2023 Q4	$252K	Sell	4,920 -9,490	-66%	-$498K	0.06%	149
2023 Q3	$836K	Buy	+14,410	New	+$883K	0.22%	102
2023 Q2	–	Sell	-4,945	Closed	-$343K	–	221
2023 Q1	$343K	Buy	4,945 +927	+23%	+$65.4K	0.1%	147
2022 Q4	$289K	Buy	4,018 +46	+1%	+$3.47K	0.09%	167
2022 Q3	$282K	Buy	3,972 +113	+3%	+$8.2K	0.09%	164
2022 Q2	$297K	Buy	+3,859	New	+$294K	0.09%	164
2021 Q4	–	Sell	-5,929	Closed	-$351K	–	231
2021 Q3	$351K	Buy	5,929 +1,000	+20%	+$65.9K	0.09%	166
2021 Q2	$329K	Buy	+4,929	New	+$321K	0.08%	166

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

Independent Solutions Wealth Management's BMY Position: Q1 2024 in Review

Independent Solutions Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,920 shares — an estimated $252K sold.

Independent Solutions Wealth Management first reported a position in BMY in Q2 2021 and held it in 8 quarters. The position peaked at $836K in Q3 2023. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Independent Solutions Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Independent Solutions Wealth Management sold 4,920 Bristol-Myers Squibb shares in Q1 2024, an estimated $252K.
Independent Solutions Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 8 quarters.
Independent Solutions Wealth Management's Bristol-Myers Squibb position peaked at $836K in Q3 2023.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2024, filed 19 Dec 2024.