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

Visionary 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
2024
Q3 		– Sell
-6,050
Closed -$251K – 536
2024
Q2 		$251K Sell
6,050
-2,401
-28% -$107K 0.02% 445
2024
Q1 		$458K Buy
8,451
+581
+7% +$29.6K 0.03% 336
2023
Q4 		$404K Sell
7,870
-499
-6% -$26.2K 0.03% 352
2023
Q3 		$486K Sell
8,369
-547
-6% -$33.5K 0.04% 306
2023
Q2 		$570K Sell
8,916
-536
-6% -$35.9K 0.05% 273
2023
Q1 		$655K Buy
9,452
+1,676
+22% +$118K 0.06% 248
2022
Q4 		$560K Buy
7,776
+637
+9% +$48K 0.05% 224
2022
Q3 		$507K Sell
7,139
-50
-0.7% -$3.63K 0.05% 224
2022
Q2 		$554K Sell
7,189
-1,322
-16% -$101K 0.05% 228
2022
Q1 		$622K Sell
8,511
-1,630
-16% -$109K 0.05% 227
2021
Q4 		$632K Buy
10,141
+2,514
+33% +$147K 0.05% 207
2021
Q3 		$451K Buy
7,627
+99
+1% +$6.52K 0.05% 201
2021
Q2 		$503K Buy
7,528
+1,583
+27% +$103K 0.05% 202
2021
Q1 		$375K Buy
5,945
+386
+7% +$24K 0.04% 222
2020
Q4 		$345K Buy
5,559
+145
+3% +$8.92K 0.04% 219
2020
Q3 		$326K Buy
5,414
+805
+17% +$48.5K 0.05% 185
2020
Q2 		$271K Buy
4,609
+804
+21% +$48.1K 0.04% 183
2020
Q1 		$212K Sell
3,805
-249
-6% -$15.2K 0.04% 185
2019
Q4 		$261K Buy
+4,054
New +$232K 0.05% 177

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Visionary Wealth Advisors's BMY Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 6,050 shares — an estimated $251K sold.

Visionary Wealth Advisors first reported a position in BMY in Q4 2019 and held it in 19 quarters. The position peaked at $655K in Q1 2023. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 6,050 Bristol-Myers Squibb shares in Q3 2024, an estimated $251K.
  • Visionary Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 19 quarters.
  • Visionary Wealth Advisors's Bristol-Myers Squibb position peaked at $655K in Q1 2023.
  • 2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.