Jeppson Wealth Management, LLC Bristol Myers Squibb CO Transaction History

Jeppson Wealth Management, LLC

$258 Million
Q1 2024

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 29,351 shares of BMY stock, worth $1.22 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

29,351

Previous 29,486 0.46%

Holding current value

$1.22 Million

Previous $1.51 Million 5.22%

% of portfolio

0.62%

Previous 0.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,554

Shares Held

1.49B

Call Options Held

25.9M

Put Options Held

20M

View Full List

About BRISTOL MYERS SQUIBB CO

Ticker BMY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,126,160,000
Market Cap $88.3B
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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Jeppson Wealth Management, LLC Bristol Myers Squibb CO Transaction History