Register Financial Advisors’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
2024 Q3	–	Sell	-2,870	Closed	-$119K	–	358
2024 Q2	$119K	Sell	2,870 -1,918	-40%	-$85.8K	0.06%	234
2024 Q1	$260K	Buy	+4,788	New	+$244K	0.13%	144
2023 Q4	–	Sell	-3,740	Closed	-$217K	–	345
2023 Q3	$217K	Buy	3,740 +7	+0.2%	+$429	0.16%	125
2023 Q2	$239K	Buy	3,733 +256	+7%	+$17.2K	0.17%	123
2023 Q1	$241K	Buy	3,477 +706	+25%	+$49.8K	0.19%	114
2022 Q4	$199K	Buy	+2,771	New	+$209K	0.13%	159

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Register Financial Advisors's BMY Position: Q3 2024 in Review

Register Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 2,870 shares — an estimated $119K sold.

Register Financial Advisors first reported a position in BMY in Q4 2022 and held it in 6 quarters. The position peaked at $260K in Q1 2024. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Register Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 2,870 Bristol-Myers Squibb shares in Q3 2024, an estimated $119K.
Register Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Bristol-Myers Squibb position peaked at $260K in Q1 2024.
2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.