A detailed history of Cassaday & CO Wealth Management LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 10,939 shares of BMY stock, worth $643,978. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,939
Previous 10,822 1.08%
Holding current value
$643,978
Previous $449,000 26.06%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$39.66 - $51.75 $4,640 - $6,054
117 Added 1.08%
10,939 $566,000
Q2 2024

Jul 30, 2024

SELL
$40.25 - $52.99 $108,071 - $142,278
-2,685 Reduced 19.88%
10,822 $449,000
Q1 2024

May 08, 2024

BUY
$47.98 - $54.4 $5,469 - $6,201
114 Added 0.85%
13,507 $732,000
Q4 2023

Feb 09, 2024

SELL
$48.48 - $57.85 $290 - $347
-6 Reduced 0.04%
13,393 $687,000
Q3 2023

Nov 06, 2023

SELL
$57.89 - $64.73 $93,318 - $104,344
-1,612 Reduced 10.74%
13,399 $777,000
Q2 2023

Aug 07, 2023

BUY
$63.71 - $70.74 $79,446 - $88,212
1,247 Added 9.06%
15,011 $959,000
Q1 2023

May 03, 2023

BUY
$65.71 - $74.53 $15,376 - $17,440
234 Added 1.73%
13,764 $953,000
Q4 2022

Feb 07, 2023

BUY
$68.48 - $81.09 $926,534 - $1.1 Million
13,530 New
13,530 $0

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 Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.