A detailed history of Marcum Wealth, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 17,139 shares of BMY stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,139
Previous 15,834 8.24%
Holding current value
$1.01 Million
Previous $657,000 34.86%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 08, 2024

BUY
$39.66 - $51.75 $51,756 - $67,533
1,305 Added 8.24%
17,139 $886,000
Q2 2024

Jul 02, 2024

BUY
$40.25 - $52.99 $99,256 - $130,673
2,466 Added 18.45%
15,834 $657,000
Q1 2024

Apr 10, 2024

BUY
$47.98 - $54.4 $244,218 - $276,896
5,090 Added 61.49%
13,368 $724,000
Q4 2023

Jan 10, 2024

SELL
$48.48 - $57.85 $168,371 - $200,913
-3,473 Reduced 29.55%
8,278 $424,000
Q3 2023

Oct 10, 2023

SELL
$57.89 - $64.73 $27,960 - $31,264
-483 Reduced 3.95%
11,751 $682,000
Q2 2023

Jul 13, 2023

BUY
$63.71 - $70.74 $100,852 - $111,981
1,583 Added 14.86%
12,234 $782,000
Q1 2023

Apr 19, 2023

BUY
$65.71 - $74.53 $328 - $372
5 Added 0.05%
10,651 $738,000
Q4 2022

Jan 12, 2023

SELL
$68.48 - $81.09 $29,035 - $34,382
-424 Reduced 3.83%
10,646 $0
Q3 2022

Oct 11, 2022

SELL
$0.13 - $76.84 $86 - $51,252
-667 Reduced 5.68%
11,070 $787,000
Q2 2022

Jul 14, 2022

SELL
$72.62 - $79.98 $33,695 - $37,110
-464 Reduced 3.8%
11,737 $904,000
Q1 2022

Apr 20, 2022

BUY
$61.48 - $73.72 $178,414 - $213,935
2,902 Added 31.21%
12,201 $891,000
Q4 2021

Feb 01, 2022

BUY
$53.63 - $62.52 $10,940 - $12,754
204 Added 2.24%
9,299 $580,000
Q3 2021

Nov 08, 2021

BUY
$59.17 - $69.31 $125,203 - $146,659
2,116 Added 30.32%
9,095 $538,000
Q2 2021

Aug 10, 2021

SELL
$61.91 - $67.42 $44,513 - $48,474
-719 Reduced 9.34%
6,979 $466,000
Q1 2021

May 11, 2021

BUY
$59.34 - $66.74 $456,799 - $513,764
7,698 New
7,698 $486,000

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 $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 Marcum Wealth, LLC Portfolio

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.