Morris Financial Concepts’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
2023
Q4
Sell
-3,761
Closed -$218K 163
2023
Q3
$218K Sell
3,761
-81
-2% -$4.96K 0.15% 82
2023
Q2
$246K Buy
3,842
+691
+22% +$46.3K 0.16% 77
2023
Q1
$218K Sell
3,151
-89
-3% -$6.28K 0.15% 78
2022
Q4
$233K Buy
3,240
+1
+0% +$75 0.19% 71
2022
Q3
$230K Buy
3,239
+178
+6% +$12.9K 0.24% 59
2022
Q2
$236K Sell
3,061
-127
-4% -$9.67K 0.22% 60
2022
Q1
$233K Sell
3,188
-166
-5% -$11.1K 0.19% 64
2021
Q4
$209K Buy
+3,354
New +$197K 0.17% 63

Other funds holding BMY

Morris Financial Concepts's BMY Position: Q4 2023 in Review

Morris Financial Concepts sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,761 shares — an estimated $218K sold.

Morris Financial Concepts first reported a position in BMY in Q4 2021 and held it in 8 quarters. The position peaked at $246K in Q2 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

  • Morris Financial Concepts reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
  • Morris Financial Concepts sold 3,761 Bristol-Myers Squibb shares in Q4 2023, an estimated $218K.
  • Morris Financial Concepts first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 8 quarters.
  • Morris Financial Concepts's Bristol-Myers Squibb position peaked at $246K in Q2 2023.
  • 2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Morris Financial Concepts's 13F filing for Q4 2023, filed 29 Jan 2024.