LWM Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,234
Closed -$230K 86
2022
Q3
$230K Buy
3,234
+311
+11% +$22.6K 0.26% 105
2022
Q2
$225K Buy
+2,923
New +$223K 0.27% 100

Other funds holding BMY

LWM Advisory Services's BMY Position: Q4 2022 in Review

LWM Advisory Services sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 3,234 shares — an estimated $230K sold.

LWM Advisory Services first reported a position in BMY in Q2 2022 and held it in 2 quarters. The position peaked at $230K in Q3 2022. 2,601 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

  • LWM Advisory Services reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 3,234 Bristol-Myers Squibb shares in Q4 2022, an estimated $230K.
  • LWM Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 2 quarters.
  • LWM Advisory Services's Bristol-Myers Squibb position peaked at $230K in Q3 2022.
  • 2,601 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.