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TFO Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-20
Closed -$1.08K – 153
2024
Q1 		$1.08K Sell
20
-22
-52% -$1.12K ﹤0.01% 153
2023
Q4 		$2.15K Hold
42
– – ﹤0.01% 127
2023
Q3 		$2.69K Buy
42
+22
+110% +$1.35K ﹤0.01% 193
2023
Q2 		$1.28K Hold
20
– – ﹤0.01% 193
2023
Q1 		$1.39K Buy
20
+19
+1,900% +$1.34K ﹤0.01% 154
2022
Q4 		$32 Buy
+1
New +$75 ﹤0.01% 886
2022
Q3 		– Sell
-197
Closed -$15K – 180
2022
Q2 		$15K Buy
+197
New +$15K ﹤0.01% 99
2021
Q4 		– Sell
-50
Closed -$3K – 140
2021
Q3 		$3K Hold
50
– – ﹤0.01% 122
2021
Q2 		$3K Buy
+50
New +$3.26K ﹤0.01% 98

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return