S.E.E.D. Planning Group’s Bristol-Myers Squibb BMY Stock Holding History

S.E.E.D. Planning Group’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 Q4	–	Sell	-3,691	Closed	-$214K	–	87
2023 Q3	$214K	Sell	3,691 -59	-2%	-$3.62K	0.08%	77
2023 Q2	$240K	Buy	3,750 +109	+3%	+$7.31K	0.08%	77
2023 Q1	$252K	Buy	3,641 +41	+1%	+$2.89K	0.1%	72
2022 Q4	$259K	Hold	3,600	–	–	0.11%	72
2022 Q3	$256K	Hold	3,600	–	–	0.12%	66
2022 Q2	$277K	Hold	3,600	–	–	0.13%	66
2022 Q1	$263K	Hold	3,600	–	–	0.11%	73
2021 Q4	$224K	Buy	+3,600	New	+$211K	0.1%	85
2021 Q3	–	Sell	-3,094	Closed	-$207K	–	89
2021 Q2	$207K	Buy	+3,094	New	+$202K	0.1%	82

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

S.E.E.D. Planning Group's BMY Position: Q4 2023 in Review

S.E.E.D. Planning Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,691 shares — an estimated $214K sold.

S.E.E.D. Planning Group first reported a position in BMY in Q2 2021 and held it in 9 quarters. The position peaked at $277K in Q2 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

S.E.E.D. Planning Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
S.E.E.D. Planning Group sold 3,691 Bristol-Myers Squibb shares in Q4 2023, an estimated $214K.
S.E.E.D. Planning Group first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 9 quarters.
S.E.E.D. Planning Group's Bristol-Myers Squibb position peaked at $277K in Q2 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2023, filed 26 Jan 2024.