A detailed history of Evermay Wealth Management LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Evermay Wealth Management LLC holds 8,524 shares of BMY stock, worth $461,830. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,524
Previous 9,347 8.8%
Holding current value
$461,830
Previous $506,000 30.04%
% of portfolio
0.06%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$40.25 - $52.99 $33,125 - $43,610
-823 Reduced 8.8%
8,524 $354,000
Q1 2024

May 13, 2024

SELL
$47.98 - $54.4 $80,462 - $91,228
-1,677 Reduced 15.21%
9,347 $506,000
Q4 2023

Feb 09, 2024

SELL
$48.48 - $57.85 $108,934 - $129,988
-2,247 Reduced 16.93%
11,024 $565,000
Q3 2023

Nov 13, 2023

SELL
$57.89 - $64.73 $24,313 - $27,186
-420 Reduced 3.07%
13,271 $770,000
Q2 2023

Aug 10, 2023

SELL
$63.71 - $70.74 $16,246 - $18,038
-255 Reduced 1.83%
13,691 $875,000
Q1 2023

May 15, 2023

SELL
$65.71 - $74.53 $11,302 - $12,819
-172 Reduced 1.22%
13,946 $966,000
Q4 2022

Jan 19, 2023

SELL
$68.48 - $81.09 $68,480 - $81,090
-1,000 Reduced 6.61%
14,118 $0
Q3 2022

Nov 14, 2022

BUY
$0.13 - $76.84 $22 - $13,062
170 Added 1.14%
15,118 $1.08 Million
Q2 2022

Aug 15, 2022

BUY
$72.62 - $79.98 $41,102 - $45,268
566 Added 3.94%
14,948 $1.16 Million
Q1 2022

May 16, 2022

BUY
$61.48 - $73.72 $4,488 - $5,381
73 Added 0.51%
14,382 $1.05 Million
Q4 2021

Feb 14, 2022

SELL
$53.63 - $62.52 $4,344 - $5,064
-81 Reduced 0.56%
14,309 $892,000
Q3 2021

Nov 12, 2021

SELL
$59.17 - $69.31 $1,005 - $1,178
-17 Reduced 0.12%
14,390 $851,000
Q2 2021

Aug 13, 2021

SELL
$61.91 - $67.42 $13,929 - $15,169
-225 Reduced 1.54%
14,407 $963,000
Q1 2021

May 10, 2021

BUY
$59.34 - $66.74 $7,714 - $8,676
130 Added 0.9%
14,632 $924,000
Q4 2020

Feb 16, 2021

SELL
$57.74 - $65.43 $70,731 - $80,151
-1,225 Reduced 7.79%
14,502 $900,000
Q3 2020

Nov 05, 2020

SELL
$57.43 - $63.64 $55,707 - $61,730
-970 Reduced 5.81%
15,727 $948,000
Q2 2020

Jul 20, 2020

BUY
$54.82 - $64.09 $106,350 - $124,334
1,940 Added 13.15%
16,697 $982,000
Q1 2020

Apr 24, 2020

SELL
$46.4 - $67.43 $29,928 - $43,492
-645 Reduced 4.19%
14,757 $823,000
Q4 2019

Feb 11, 2020

BUY
$49.21 - $64.19 $156,979 - $204,766
3,190 Added 26.12%
15,402 $989,000
Q3 2019

Oct 29, 2019

BUY
$42.77 - $50.71 $126,171 - $149,594
2,950 Added 31.85%
12,212 $619,000
Q2 2019

Jul 23, 2019

BUY
$44.62 - $49.34 $38,328 - $42,383
859 Added 10.22%
9,262 $420,000
Q1 2019

May 03, 2019

BUY
$45.12 - $53.8 $24,409 - $29,105
541 Added 6.88%
8,403 $401,000
Q4 2018

Jan 24, 2019

BUY
$48.76 - $63.23 $79,868 - $103,570
1,638 Added 26.32%
7,862 $409,000
Q3 2018

Oct 29, 2018

BUY
$55.19 - $62.25 $21,192 - $23,904
384 Added 6.58%
6,224 $386,000
Q2 2018

Aug 06, 2018

SELL
$50.53 - $62.98 $2,526 - $3,149
-50 Reduced 0.85%
5,840 $323,000
Q1 2018

May 04, 2018

BUY
$59.92 - $68.98 $125,891 - $144,926
2,101 Added 55.45%
5,890 $373,000
Q4 2017

Feb 07, 2018

BUY
$59.94 - $65.35 $227,112 - $247,611
3,789
3,789 $232,000

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 $115B
  • 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 Evermay Wealth Management LLC Portfolio

Follow Evermay 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.