V Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

V Wealth 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	–	Sell	-6,039	Closed	-$386K	–	144
2023 Q2	$386K	Buy	6,039 +39	+0.7%	+$2.62K	0.06%	237
2023 Q1	$416K	Buy	6,000 +677	+13%	+$47.8K	0.08%	228
2022 Q4	$383K	Buy	5,323 +262	+5%	+$19.8K	0.08%	237
2022 Q3	$360K	Buy	5,061 +2	+0%	+$145	0.07%	252
2022 Q2	$389K	Buy	5,059 +295	+6%	+$22.5K	0.07%	262
2022 Q1	$348K	Sell	4,764 -872	-15%	-$58.5K	0.06%	310
2021 Q4	$351K	Sell	5,636 -846	-13%	-$49.6K	0.05%	331
2021 Q3	$383K	Buy	6,482 +908	+16%	+$59.8K	0.06%	317
2021 Q2	$372K	Buy	5,574 +32	+0.6%	+$2.09K	0.06%	329
2021 Q1	$350K	Buy	5,542 +190	+4%	+$11.8K	0.06%	319
2020 Q4	$332K	Buy	+5,352	New	+$329K	0.07%	290
2020 Q3	–	Sell	-4,751	Closed	-$279K	–	185
2020 Q2	$279K	Sell	4,751 -2,188	-32%	-$131K	0.07%	285
2020 Q1	$386K	Buy	6,939 +1,920	+38%	+$117K	0.12%	185
2019 Q4	$255K	Hold	5,019	–	–	0.09%	230
2019 Q3	$255K	Buy	5,019 +317	+7%	+$14.9K	0.09%	230
2019 Q2	$212K	Buy	+4,702	New	+$219K	0.08%	251
2017 Q3	–	Sell	-2,251	Closed	-$126K	–	254
2017 Q2	$126K	Buy	+2,251	New	+$122K	0.06%	219
2017 Q1	–	Sell	-4,169	Closed	-$243K	–	182
2016 Q4	$243K	Sell	4,169 -138	-3%	-$7.54K	0.18%	148
2016 Q3	$233K	Buy	4,307 +37	+0.9%	+$2.38K	0.19%	147
2016 Q2	$314K	Sell	4,270 -56	-1%	-$3.96K	0.26%	110
2016 Q1	$274K	Buy	+4,326	New	+$273K	0.22%	105

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

V Wealth Advisors's BMY Position: Q3 2023 in Review

V Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 6,039 shares — an estimated $386K sold.

V Wealth Advisors first reported a position in BMY in Q1 2016 and held it in 21 quarters. The position peaked at $416K in Q1 2023. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

V Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,039 Bristol-Myers Squibb shares in Q3 2023, an estimated $386K.
V Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 21 quarters.
V Wealth Advisors's Bristol-Myers Squibb position peaked at $416K in Q1 2023.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.