A detailed history of Institute For Wealth Management, Llc. transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 32,972 shares of BMY stock, worth $1.86 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
32,972
Previous 31,875 3.44%
Holding current value
$1.86 Million
Previous $1.32 Million 28.95%
% of portfolio
0.22%
Previous 0.18%

Shares

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

Nov 12, 2024

BUY
$39.66 - $51.75 $43,507 - $56,769
1,097 Added 3.44%
32,972 $1.71 Million
Q2 2024

Jul 25, 2024

BUY
$40.25 - $52.99 $11,954 - $15,738
297 Added 0.94%
31,875 $1.32 Million
Q1 2024

Apr 30, 2024

BUY
$47.98 - $54.4 $73,025 - $82,796
1,522 Added 5.06%
31,578 $1.71 Million
Q4 2023

Jan 31, 2024

BUY
$48.48 - $57.85 $14,350 - $17,123
296 Added 0.99%
30,056 $1.54 Million
Q3 2023

Oct 13, 2023

SELL
$57.89 - $64.73 $16,440 - $18,383
-284 Reduced 0.95%
29,760 $1.73 Million
Q2 2023

Jul 25, 2023

SELL
$63.71 - $70.74 $22,425 - $24,900
-352 Reduced 1.16%
30,044 $1.92 Million
Q1 2023

Apr 20, 2023

SELL
$65.71 - $74.53 $23,918 - $27,128
-364 Reduced 1.18%
30,396 $2.11 Million
Q4 2022

Feb 02, 2023

SELL
$68.48 - $81.09 $3,834 - $4,541
-56 Reduced 0.18%
30,760 $2.21 Million
Q3 2022

Oct 18, 2022

BUY
$0.13 - $76.84 $0 - $76
1 Added 0.0%
30,816 $2.19 Million
Q2 2022

Jul 25, 2022

SELL
$72.62 - $79.98 $668,031 - $735,736
-9,199 Reduced 22.99%
30,815 $2.37 Million
Q1 2022

Apr 29, 2022

SELL
$61.48 - $73.72 $987,614 - $1.18 Million
-16,064 Reduced 28.65%
40,014 $2.92 Million
Q4 2021

Jan 21, 2022

BUY
$53.63 - $62.52 $24,562 - $28,634
458 Added 0.82%
56,078 $3.5 Million
Q3 2021

Nov 15, 2021

SELL
$59.17 - $69.31 $355 - $415
-6 Reduced 0.01%
55,620 $3.29 Million
Q2 2021

Jul 21, 2021

SELL
$61.91 - $67.42 $36,588 - $39,845
-591 Reduced 1.05%
55,626 $3.72 Million
Q1 2021

May 04, 2021

BUY
$59.34 - $66.74 $11,037 - $12,413
186 Added 0.33%
56,217 $3.55 Million
Q4 2020

Feb 01, 2021

BUY
$57.74 - $65.43 $20,786 - $23,554
360 Added 0.65%
56,031 $3.48 Million
Q3 2020

Nov 03, 2020

BUY
$57.43 - $63.64 $2.05 Million - $2.27 Million
35,658 Added 178.17%
55,671 $3.36 Million
Q2 2020

Jul 30, 2020

BUY
$54.82 - $64.09 $5,810 - $6,793
106 Added 0.53%
20,013 $1.18 Million
Q1 2020

Apr 29, 2020

BUY
$46.4 - $67.43 $17,121 - $24,881
369 Added 1.89%
19,907 $1.11 Million
Q4 2019

Feb 27, 2020

BUY
$49.21 - $64.19 $899,755 - $1.17 Million
18,284 Added 1458.05%
19,538 $1.25 Million
Q4 2019

Jan 27, 2020

SELL
$49.21 - $64.19 $567,489 - $740,239
-11,532 Reduced 90.19%
1,254 $1.25 Million
Q3 2019

Oct 28, 2019

SELL
$42.77 - $50.71 $271,888 - $322,363
-6,357 Reduced 33.21%
12,786 $648,000
Q2 2019

Aug 02, 2019

BUY
$44.62 - $49.34 $31,323 - $34,636
702 Added 3.81%
19,143 $868,000
Q1 2019

May 15, 2019

BUY
$45.12 - $53.8 $832,057 - $992,125
18,441 New
18,441 $880,000
Q4 2018

Feb 08, 2019

SELL
$48.76 - $63.23 $907,131 - $1.18 Million
-18,604 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$55.19 - $62.25 $24,725 - $27,888
-448 Reduced 2.35%
18,604 $1.14 Million
Q2 2018

Aug 10, 2018

BUY
$50.53 - $62.98 $48,003 - $59,831
950 Added 5.25%
19,052 $1.06 Million
Q1 2018

May 15, 2018

BUY
$59.92 - $68.98 $258,614 - $297,717
4,316 Added 31.31%
18,102 $945,000
Q4 2017

Feb 12, 2018

SELL
$59.94 - $65.35 $433,725 - $472,872
-7,236 Reduced 34.42%
13,786 $840,000
Q3 2017

Nov 14, 2017

SELL
$55.23 - $63.74 $6,461 - $7,457
-117 Reduced 0.55%
21,022 $1.34 Million
Q2 2017

Aug 14, 2017

BUY
N/A
21,139
21,139 $1.18 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 $120B
  • 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
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