Total Wealth Planning’s Bristol-Myers Squibb BMY Stock Holding History

Total Wealth Planning’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 Q2	–	Sell	-3,054	Closed	-$212K	–	82
2023 Q1	$212K	Hold	3,054	–	–	0.05%	79
2022 Q4	$220K	Hold	3,054	–	–	0.05%	75
2022 Q3	$217K	Hold	3,054	–	–	0.06%	78
2022 Q2	$235K	Sell	3,054 -400	-12%	-$30.5K	0.07%	77
2022 Q1	$252K	Buy	+3,454	New	+$232K	0.07%	72

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning's BMY Position: Q2 2023 in Review

Total Wealth Planning sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 3,054 shares — an estimated $212K sold.

Total Wealth Planning first reported a position in BMY in Q1 2022 and held it in 5 quarters. The position peaked at $252K in Q1 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Total Wealth Planning reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Total Wealth Planning sold 3,054 Bristol-Myers Squibb shares in Q2 2023, an estimated $212K.
Total Wealth Planning first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 5 quarters.
Total Wealth Planning's Bristol-Myers Squibb position peaked at $252K in Q1 2022.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Total Wealth Planning's 13F filing for Q2 2023, filed 31 Jul 2023.