A detailed history of Confluence Wealth Services, Inc. transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 10,446 shares of BMY stock, worth $601,480. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,446
Previous 7,898 32.26%
Holding current value
$601,480
Previous $328,000 64.63%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$39.66 - $51.75 $101,053 - $131,859
2,548 Added 32.26%
10,446 $540,000
Q2 2024

Jul 31, 2024

SELL
$40.25 - $52.99 $84,565 - $111,331
-2,101 Reduced 21.01%
7,898 $328,000
Q1 2024

Apr 22, 2024

SELL
$47.98 - $54.4 $186,114 - $211,017
-3,879 Reduced 27.95%
9,999 $542,000
Q4 2023

Jan 25, 2024

SELL
$48.48 - $57.85 $342,074 - $408,189
-7,056 Reduced 33.71%
13,878 $712,000
Q3 2023

Nov 01, 2023

BUY
$57.89 - $64.73 $85,098 - $95,153
1,470 Added 7.55%
20,934 $1.22 Million
Q2 2023

Aug 01, 2023

BUY
$63.71 - $70.74 $164,690 - $182,862
2,585 Added 15.31%
19,464 $1.24 Million
Q1 2023

May 11, 2023

BUY
$65.71 - $74.53 $221,179 - $250,867
3,366 Added 24.91%
16,879 $1.17 Million
Q4 2022

Feb 10, 2023

BUY
$68.48 - $81.09 $39,581 - $46,870
578 Added 4.47%
13,513 $972,000
Q3 2022

Nov 08, 2022

SELL
$0.13 - $76.84 $307 - $181,649
-2,364 Reduced 15.45%
12,935 $919,000
Q2 2022

Aug 15, 2022

BUY
$72.62 - $79.98 $54,755 - $60,304
754 Added 5.18%
15,299 $1.14 Million
Q1 2022

Apr 26, 2022

SELL
$61.48 - $73.72 $61,971 - $74,309
-1,008 Reduced 6.48%
14,545 $1.06 Million
Q4 2021

Feb 10, 2022

BUY
$53.63 - $62.52 $834,107 - $972,373
15,553 New
15,553 $969,000

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 $122B
  • 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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.