Wealthcare Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-757	Closed	-$48K	–	154
2021 Q1	$48K	Buy	+757	New	+$47.1K	﹤0.01%	139
2020 Q2	–	Sell	-406	Closed	-$23K	–	75
2020 Q1	$23K	Sell	406 -111	-21%	-$6.78K	﹤0.01%	125
2019 Q4	$33K	Buy	517 +167	+48%	+$9.56K	﹤0.01%	128
2019 Q3	$18K	Hold	350	–	–	﹤0.01%	140
2019 Q2	$16K	Hold	350	–	–	﹤0.01%	137
2019 Q1	$17K	Hold	350	–	–	﹤0.01%	142
2018 Q4	$18K	Hold	350	–	–	﹤0.01%	132
2018 Q3	$22K	Hold	350	–	–	﹤0.01%	131
2018 Q2	$19K	Hold	350	–	–	﹤0.01%	128
2018 Q1	$22K	Hold	350	–	–	﹤0.01%	113
2017 Q4	$21K	Hold	350	–	–	﹤0.01%	112
2017 Q3	$22K	Hold	350	–	–	﹤0.01%	107
2017 Q2	$20K	Hold	350	–	–	﹤0.01%	108
2017 Q1	$19K	Buy	350 +175	+100%	+$9.6K	﹤0.01%	110
2016 Q4	$10K	Buy	+175	New	+$9.57K	﹤0.01%	120
2015 Q4	–	Sell	-600	Closed	-$36K	–	223
2015 Q3	$36K	Hold	600	–	–	﹤0.01%	105
2015 Q2	$40K	Sell	600 -19,059	-97%	-$1.26M	﹤0.01%	116
2015 Q1	$1.27M	Buy	19,659 +19,059	+3,177%	+$1.19M	0.15%	16
2014 Q4	$35K	Hold	600	–	–	﹤0.01%	95
2014 Q3	$31K	Hold	600	–	–	﹤0.01%	96
2014 Q2	$29K	Hold	600	–	–	﹤0.01%	94
2014 Q1	$31K	Hold	600	–	–	﹤0.01%	91
2013 Q4	$32K	Hold	600	–	–	0.01%	54
2013 Q3	$28K	Hold	600	–	–	﹤0.01%	53
2013 Q2	$27K	Buy	+600	New	+$26K	﹤0.01%	55

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wealthcare Capital Management's BMY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 757 shares — an estimated $48K sold.

Wealthcare Capital Management first reported a position in BMY in Q2 2013 and held it in 25 quarters. The position peaked at $1.27M in Q1 2015. 2,370 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Wealthcare Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 757 Bristol-Myers Squibb shares in Q2 2021, an estimated $48K.
Wealthcare Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 25 quarters.
Wealthcare Capital Management's Bristol-Myers Squibb position peaked at $1.27M in Q1 2015.
2,370 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.