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

WestHill 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
2024 Q2	–	Sell	-4,206	Closed	-$228K	–	72
2024 Q1	$228K	Buy	4,206 +58	+1%	+$2.96K	0.06%	69
2023 Q4	$213K	Sell	4,148 -46	-1%	-$2.42K	0.06%	69
2023 Q3	$243K	Buy	4,194 +33	+0.8%	+$2.02K	0.07%	54
2023 Q2	$266K	Sell	4,161 -36	-0.9%	-$2.41K	0.08%	50
2023 Q1	$291K	Sell	4,197 -500	-11%	-$35.3K	0.09%	46
2022 Q4	$338K	Buy	4,697 +500	+12%	+$37.7K	0.11%	45
2022 Q3	$298K	Buy	4,197 +27	+0.6%	+$1.96K	0.1%	45
2022 Q2	$321K	Buy	4,170 +25	+0.6%	+$1.9K	0.11%	43
2022 Q1	$303K	Sell	4,145 -600	-13%	-$40.3K	0.09%	48
2021 Q4	$296K	Hold	4,745	–	–	0.08%	51
2021 Q3	$281K	Buy	+4,745	New	+$312K	0.09%	44
2021 Q1	$300K	Sell	4,745 -6	-0.1%	-$373	0.11%	38
2020 Q4	$295K	Buy	+4,751	New	+$292K	0.12%	37

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

WestHill Financial Advisors's BMY Position: Q2 2024 in Review

WestHill Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 4,206 shares — an estimated $228K sold.

WestHill Financial Advisors first reported a position in BMY in Q4 2020 and held it in 13 quarters. The position peaked at $338K in Q4 2022. 2,154 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

WestHill Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
WestHill Financial Advisors sold 4,206 Bristol-Myers Squibb shares in Q2 2024, an estimated $228K.
WestHill Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 13 quarters.
WestHill Financial Advisors's Bristol-Myers Squibb position peaked at $338K in Q4 2022.
2,154 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on WestHill Financial Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.