Level Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Level Financial 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	-7	Closed	-$359	–	100
2023 Q4	$359	Hold	7	–	–	﹤0.01%	263
2023 Q3	$406	Hold	7	–	–	﹤0.01%	273
2023 Q2	$448	Sell	7 -10	-59%	-$671	﹤0.01%	272
2023 Q1	$1.18K	Sell	17 -13	-43%	-$917	﹤0.01%	221
2022 Q4	$2K	Buy	30 +13	+76%	+$980	﹤0.01%	216
2022 Q3	$1K	Buy	+17	New	+$1.23K	﹤0.01%	227

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 $3.38T AUM 44.17% 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

Level Financial Advisors's BMY Position: Q1 2024 in Review

Level Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 7 shares — an estimated $359 sold.

Level Financial Advisors first reported a position in BMY in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q4 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Level Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 7 Bristol-Myers Squibb shares in Q1 2024, an estimated $359.
Level Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2022 and held it in 6 quarters.
Level Financial Advisors's Bristol-Myers Squibb position peaked at $2K in Q4 2022.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.