Traverso Chambers Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Traverso Chambers Private Wealth Management’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 Q3	–	Sell	-3,257	Closed	-$208K	–	115
2023 Q2	$208K	Hold	3,257	–	–	0.05%	112
2023 Q1	$226K	Hold	3,257	–	–	0.06%	106
2022 Q4	$234K	Sell	3,257 -67	-2%	-$5.05K	0.07%	102
2022 Q3	$236K	Buy	3,324 +67	+2%	+$4.86K	0.07%	101
2022 Q2	$251K	Hold	3,257	–	–	0.08%	97
2022 Q1	$238K	Hold	3,257	–	–	0.07%	104
2021 Q4	$203K	Buy	+3,257	New	+$191K	0.06%	109
2021 Q3	–	Sell	-3,257	Closed	-$218K	–	109
2021 Q2	$218K	Hold	3,257	–	–	0.07%	104
2021 Q1	$206K	Hold	3,257	–	–	0.07%	105
2020 Q4	$202K	Sell	3,257 -102	-3%	-$6.27K	0.07%	103
2020 Q3	$203K	Sell	3,359 -227	-6%	-$13.7K	0.08%	98
2020 Q2	$211K	Buy	+3,586	New	+$214K	0.09%	91
2020 Q1	–	Sell	-3,586	Closed	-$230K	–	99
2019 Q4	$230K	Buy	+3,586	New	+$205K	0.1%	96

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

Traverso Chambers Private Wealth Management's BMY Position: Q3 2023 in Review

Traverso Chambers Private Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,257 shares — an estimated $208K sold.

Traverso Chambers Private Wealth Management first reported a position in BMY in Q4 2019 and held it in 13 quarters. The position peaked at $251K in Q2 2022. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Traverso Chambers Private Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 3,257 Bristol-Myers Squibb shares in Q3 2023, an estimated $208K.
Traverso Chambers Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 13 quarters.
Traverso Chambers Private Wealth Management's Bristol-Myers Squibb position peaked at $251K in Q2 2022.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.