Triad Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Triad Financial Advisors’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	$338K	Buy	5,825 +115	+2%	+$7.05K	0.12%	66
2023 Q2	$365K	Buy	5,710 +7	+0.1%	+$469	0.15%	59
2023 Q1	$395K	Sell	5,703 -337	-6%	-$23.8K	0.17%	54
2022 Q4	$435K	Sell	6,040 -78	-1%	-$5.88K	0.19%	57
2022 Q3	$435K	Buy	6,118 +51	+0.8%	+$3.7K	0.24%	50
2022 Q2	$467K	Buy	6,067 +7	+0.1%	+$533	0.26%	45
2022 Q1	$443K	Sell	6,060 -2,313	-28%	-$155K	0.24%	57
2021 Q4	$522K	Buy	+8,373	New	+$491K	0.31%	50

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

Triad Financial Advisors's BMY Position: Q3 2023 in Review

Triad Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 2% in Q3 2023, buying an estimated $7.05K and bringing the position to 5,825 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #66.

Triad Financial Advisors first reported a position in BMY in Q4 2021 and has held it in 8 quarters since. The position peaked at $522K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Triad Financial Advisors held 5,825 shares of Bristol-Myers Squibb worth $338K as of Q3 2023.
Triad Financial Advisors bought 115 Bristol-Myers Squibb shares in Q3 2023, an estimated $7.05K.
Bristol-Myers Squibb made up 0.12% of Triad Financial Advisors's portfolio in Q3 2023, its #66 holding.
Triad Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Bristol-Myers Squibb position peaked at $522K in Q4 2021.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.