Ten Capital Wealth 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
2023
Q2
$223K Buy
3,490
+2,035
+140% +$136K 0.06% 119
2023
Q1
$101K Hold
1,455
0.03% 160
2022
Q4
$105K Buy
1,455
+410
+39% +$30.9K 0.04% 131
2022
Q3
$74K Buy
1,045
+849
+433% +$61.6K 0.03% 131
2022
Q2
$15K Hold
196
0.01% 227
2022
Q1
$14K Buy
196
+26
+15% +$1.75K 0.01% 249
2021
Q4
$11K Hold
170
﹤0.01% 287
2021
Q3
$10K Hold
170
﹤0.01% 266
2021
Q2
$11K Buy
+170
New +$11.1K ﹤0.01% 305

Other funds holding BMY

Ten Capital Wealth Advisors's BMY Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 140% in Q2 2023, buying an estimated $136K and bringing the position to 3,490 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #119.

Ten Capital Wealth Advisors first reported a position in BMY in Q2 2021 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

  • Ten Capital Wealth Advisors held 3,490 shares of Bristol-Myers Squibb worth $223K as of Q2 2023.
  • Ten Capital Wealth Advisors bought 2,035 Bristol-Myers Squibb shares in Q2 2023, an estimated $136K.
  • Bristol-Myers Squibb made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #119 holding.
  • Ten Capital Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 9 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.