TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
BMY holding history
Bristol Myers Squibb Co in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BMY overviewAll 13F holders of BMYFull Q4 2024 holdings
- Shares (Q4 2024)
- 7,948
- Value
- $449.5K
- % of portfolio
- 0.1%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 7,948 | $449.5K | 0.1% | +1,398+21.3% | Added | Holders |
| Q3 2024 | 6,550 | $338.9K | <0.1% | +522+8.7% | Added | Holders |
| Q2 2024 | 6,028 | $250.4K | <0.1% | −743−11.0% | Reduced | Holders |
| Q1 2024 | 6,771 | $367.2K | 0.1% | −1,357−16.7% | Reduced | Holders |
| Q4 2023 | 8,128 | $417.1K | 0.1% | −29,722−78.5% | Reduced | Holders |
| Q3 2023 | 37,850 | $2.20M | 0.4% | +1,113+3.0% | Added | Holders |
| Q2 2023 | 36,737 | $2.35M | 0.5% | +28,210+330.8% | Added | Holders |
| Q1 2023 | 8,527 | $591.0K | 0.1% | +578+7.3% | Added | Holders |
| Q4 2022 | 7,949 | $571.9K | 0.1% | +631+8.6% | Added | Holders |
| Q3 2022 | 7,318 | $520.0K | 0.1% | +1,729+30.9% | Added | Holders |
| Q2 2022 | 5,589 | $430.0K | 0.1% | +714+14.6% | Added | Holders |
| Q1 2022 | 4,875 | $356.0K | 0.1% | +1,494+44.2% | Added | Holders |
| Q4 2021 | 3,381 | $211.0K | <0.1% | +3,381 | New | Holders |