A detailed history of Bergan Kdv Wealth Management, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,229 shares of BMY stock, worth $131,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,380 6.34%
Holding current value
$131,221
Previous $164,000 13.41%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$63.71 - $70.74 $9,620 - $10,681
-151 Reduced 6.34%
2,229 $142,000
Q1 2023

Apr 27, 2023

BUY
$65.71 - $74.53 $25,626 - $29,066
390 Added 19.6%
2,380 $164,000
Q4 2022

Jan 31, 2023

BUY
$68.48 - $81.09 $25,680 - $30,408
375 Added 23.22%
1,990 $143,000
Q3 2022

Oct 24, 2022

SELL
$0.13 - $76.84 $109 - $64,852
-844 Reduced 34.32%
1,615 $115,000
Q2 2022

Jul 13, 2022

SELL
$72.62 - $79.98 $3,558 - $3,919
-49 Reduced 1.95%
2,459 $189,000
Q1 2022

May 09, 2022

SELL
$61.48 - $73.72 $14,509 - $17,397
-236 Reduced 8.6%
2,508 $183,000
Q4 2021

Jan 28, 2022

BUY
$53.63 - $62.52 $13,675 - $15,942
255 Added 10.25%
2,744 $171,000
Q3 2021

Nov 12, 2021

BUY
$59.17 - $69.31 $177 - $207
3 Added 0.12%
2,489 $147,000
Q2 2021

Aug 10, 2021

BUY
$61.91 - $67.42 $619 - $674
10 Added 0.4%
2,486 $166,000
Q1 2021

May 11, 2021

SELL
$59.34 - $66.74 $24,804 - $27,897
-418 Reduced 14.44%
2,476 $156,000
Q4 2020

Feb 04, 2021

BUY
$57.74 - $65.43 $30,198 - $34,219
523 Added 22.06%
2,894 $180,000
Q3 2020

Nov 05, 2020

BUY
$57.43 - $63.64 $976 - $1,081
17 Added 0.72%
2,371 $143,000
Q2 2020

Aug 13, 2020

SELL
$54.82 - $64.09 $1,041 - $1,217
-19 Reduced 0.8%
2,354 $138,000
Q1 2020

Apr 24, 2020

BUY
$46.4 - $67.43 $39,579 - $57,517
853 Added 56.12%
2,373 $132,000
Q4 2019

Feb 10, 2020

BUY
$49.21 - $64.19 $15,747 - $20,540
320 Added 26.67%
1,520 $98,000
Q3 2019

Nov 08, 2019

SELL
$42.77 - $50.71 $17,963 - $21,298
-420 Reduced 25.93%
1,200 $61,000
Q2 2019

Aug 12, 2019

SELL
$44.62 - $49.34 $101,733 - $112,495
-2,280 Reduced 58.46%
1,620 $73,000
Q1 2019

May 09, 2019

BUY
$45.12 - $53.8 $112,800 - $134,500
2,500 Added 178.57%
3,900 $186,000
Q4 2018

Feb 01, 2019

BUY
$48.76 - $63.23 $9,752 - $12,646
200 Added 16.67%
1,400 $73,000
Q3 2018

Nov 09, 2018

SELL
$55.19 - $62.25 $827 - $933
-15 Reduced 1.23%
1,200 $74,000
Q2 2018

Jul 23, 2018

BUY
$50.53 - $62.98 $61,393 - $76,520
1,215 New
1,215 $67,000

Others Institutions Holding BMY

About BRISTOL MYERS SQUIBB CO


  • Ticker BMY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,126,160,000
  • Market Cap $125B
  • Description
  • Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, and markets biopharmaceutical products worldwide. It offers products for hematology, oncology, cardiovascular, immunology, fibrotic, neuroscience, and covid-19 diseases. The company's products include Revlimid, an oral immunomodulatory drug for the treatment of multiple my...
More about BMY
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.