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

NEIRG 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
2023 Q3	–	Sell	-4,747	Closed	-$304K	–	16
2023 Q2	$304K	Sell	4,747 -28	-0.6%	-$1.88K	0.06%	118
2023 Q1	$331K	Buy	4,775 +706	+17%	+$49.8K	0.06%	121
2022 Q4	$293K	Hold	4,069	–	–	0.06%	126
2022 Q3	$289K	Sell	4,069 -386	-9%	-$28K	0.06%	125
2022 Q2	$343K	Buy	4,455 +904	+25%	+$68.8K	0.07%	115
2022 Q1	$259K	Buy	3,551 +100	+3%	+$6.71K	0.05%	119
2021 Q4	$215K	Buy	+3,451	New	+$202K	0.04%	118

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NEIRG Wealth Management's BMY Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 4,747 shares — an estimated $304K sold.

NEIRG Wealth Management first reported a position in BMY in Q4 2021 and held it in 7 quarters. The position peaked at $343K in Q2 2022. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

NEIRG Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 4,747 Bristol-Myers Squibb shares in Q3 2023, an estimated $304K.
NEIRG Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Bristol-Myers Squibb position peaked at $343K in Q2 2022.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.