A detailed history of Jeppson Wealth Management, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 15,063 shares of BMY stock, worth $877,118. This represents 0.28% of its overall portfolio holdings.

Number of Shares
15,063
Previous 14,729 2.27%
Holding current value
$877,118
Previous $611,000 27.5%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Nov 04, 2024

BUY
$39.66 - $51.75 $13,246 - $17,284
334 Added 2.27%
15,063 $779,000
Q2 2024

Aug 05, 2024

SELL
$40.25 - $52.99 $588,535 - $774,819
-14,622 Reduced 49.82%
14,729 $611,000
Q1 2024

Apr 17, 2024

SELL
$47.98 - $54.4 $6,477 - $7,344
-135 Reduced 0.46%
29,351 $1.59 Million
Q4 2023

Jan 11, 2024

BUY
$48.48 - $57.85 $694,669 - $828,932
14,329 Added 94.54%
29,486 $1.51 Million
Q3 2023

Oct 25, 2023

SELL
$57.89 - $64.73 $114,622 - $128,165
-1,980 Reduced 11.55%
15,157 $879,000
Q1 2023

Apr 27, 2023

SELL
$65.71 - $74.53 $1,642 - $1,863
-25 Reduced 0.15%
17,137 $1.19 Million
Q4 2022

Jan 27, 2023

SELL
$68.48 - $81.09 $3,424 - $4,054
-50 Reduced 0.29%
17,162 $0
Q1 2022

Apr 27, 2022

SELL
$61.48 - $73.72 $30,309 - $36,343
-493 Reduced 2.78%
17,212 $1.26 Million
Q4 2021

Jan 19, 2022

SELL
$53.63 - $62.52 $16,625 - $19,381
-310 Reduced 1.72%
17,705 $1.1 Million
Q3 2021

Nov 17, 2021

BUY
$59.17 - $69.31 $2,070 - $2,425
35 Added 0.19%
18,015 $1.07 Million
Q1 2021

May 19, 2021

SELL
$59.34 - $66.74 $3,263 - $3,670
-55 Reduced 0.3%
17,980 $1.14 Million
Q4 2020

Mar 05, 2021

SELL
$57.74 - $65.43 $27,195 - $30,817
-471 Reduced 2.55%
18,035 $1.12 Million
Q3 2020

Nov 19, 2020

BUY
$57.43 - $63.64 $1.06 Million - $1.18 Million
18,506 New
18,506 $1.12 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 $124B
  • 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 Jeppson Wealth Management, LLC Portfolio

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

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.