A detailed history of Forum Financial Management, LP transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Forum Financial Management, LP holds 11,422 shares of BMY stock, worth $671,385. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,422
Previous 9,975 14.51%
Holding current value
$671,385
Previous $414,000 42.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$39.66 - $51.75 $57,388 - $74,882
1,447 Added 14.51%
11,422 $591,000
Q2 2024

Jul 30, 2024

BUY
$40.25 - $52.99 $13,282 - $17,486
330 Added 3.42%
9,975 $414,000
Q1 2024

May 09, 2024

BUY
$47.98 - $54.4 $431 - $489
9 Added 0.09%
9,645 $523,000
Q4 2023

Feb 07, 2024

SELL
$48.48 - $57.85 $638,675 - $762,115
-13,174 Reduced 57.76%
9,636 $494,000
Q3 2023

Nov 03, 2023

SELL
$57.89 - $64.73 $3,357 - $3,754
-58 Reduced 0.25%
22,810 $1.32 Million
Q2 2023

Jul 26, 2023

BUY
$63.71 - $70.74 $142,328 - $158,033
2,234 Added 10.83%
22,868 $1.46 Million
Q1 2023

Apr 19, 2023

SELL
$65.71 - $74.53 $51,976 - $58,953
-791 Reduced 3.69%
20,634 $1.43 Million
Q4 2022

Jan 24, 2023

BUY
$68.48 - $81.09 $35,130 - $41,599
513 Added 2.45%
21,425 $0
Q3 2022

Nov 07, 2022

SELL
$0.13 - $76.84 $243 - $144,151
-1,876 Reduced 8.23%
20,912 $1.49 Million
Q2 2022

Aug 15, 2022

BUY
$72.62 - $79.98 $232,384 - $255,936
3,200 Added 16.34%
22,788 $1.76 Million
Q1 2022

May 16, 2022

BUY
$61.48 - $73.72 $84,842 - $101,733
1,380 Added 7.58%
19,588 $1.43 Million
Q4 2021

Feb 18, 2022

BUY
$53.63 - $62.52 $976,495 - $1.14 Million
18,208 New
18,208 $1.14 Million

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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.