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RE Dickinson Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

RE Dickinson Investment 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
Q4 		$256K Buy
452
+102
+29% +$5.7K 0.01% 119
2024
Q3 		$18.1K Hold
350
– – 0.01% 138
2024
Q2 		$14.5K Hold
350
– – 0.01% 146
2024
Q1 		$19K Hold
350
– – 0.01% 127
2023
Q4 		$18K Sell
350
-75
-18% -$3.94K 0.01% 135
2023
Q3 		$25K Buy
425
+75
+21% +$4.59K 0.02% 112
2023
Q2 		$22K Hold
350
– – 0.01% 209
2023
Q1 		$24K Hold
350
– – 0.01% 206
2022
Q4 		$25K Hold
350
– – 0.01% 190
2022
Q3 		$25K Hold
350
– – 0.02% 98
2022
Q2 		$27 Hold
350
– – ﹤0.01% 103
2022
Q1 		$26K Hold
350
– – 0.02% 124
2021
Q4 		$22K Buy
+350
New +$20.5K 0.02% 130

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return