Paragon Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Paragon Wealth Strategies’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 Q1	–	Sell	-483	Closed	-$34.7K	–	60
2022 Q4	$34.7K	Sell	483 -366	-43%	-$27.6K	0.04%	77
2022 Q3	$60K	Buy	+849	New	+$61.6K	0.06%	38
2021 Q3	–	Sell	-1,170	Closed	-$78K	–	71
2021 Q2	$78K	Buy	+1,170	New	+$76.3K	0.02%	66

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paragon Wealth Strategies's BMY Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 483 shares — an estimated $34.7K sold.

Paragon Wealth Strategies first reported a position in BMY in Q2 2021 and held it in 3 quarters. The position peaked at $78K in Q2 2021. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Paragon Wealth Strategies reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 483 Bristol-Myers Squibb shares in Q1 2023, an estimated $34.7K.
Paragon Wealth Strategies first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Bristol-Myers Squibb position peaked at $78K in Q2 2021.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.