Mark Sheptoff Financial Planning, LLC Bristol Myers Squibb CO Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,800 shares of BMY stock, worth $161,728. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,800

Previous 2,969 5.69%

Holding current value

$161,728

Previous $123,000 17.07%

% of portfolio

0.08%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$39.66 - $51.75 $6,702 - $8,745	-169 Reduced 5.69%	2,800 $144,000
Q2 2024 Aug 12, 2024	SELL	$40.25 - $52.99 $4,025 - $5,299	-100 Reduced 3.26%	2,969 $123,000
Q1 2024 May 10, 2024	BUY	$47.98 - $54.4 $4,798 - $5,440	100 Added 3.37%	3,069 $166,000
Q4 2022 Feb 14, 2023	BUY	$68.48 - $81.09 $6,163 - $7,298	90 Added 3.13%	2,969 $213,000
Q1 2022 May 12, 2022	BUY	$61.48 - $73.72 $24,592 - $29,488	400 Added 16.14%	2,879 $210,000
Q4 2021 Feb 11, 2022	BUY	$53.63 - $62.52 $6,381 - $7,439	119 Added 5.04%	2,479 $155,000
Q1 2021 May 11, 2021	SELL	$59.34 - $66.74 $15,784 - $17,752	-266 Reduced 10.13%	2,360 $149,000
Q3 2020 Nov 12, 2020	BUY	$57.43 - $63.64 $8,614 - $9,546	150 Added 6.06%	2,626 $158,000
Q2 2020 Aug 10, 2020	SELL	$54.82 - $64.09 $5,975 - $6,985	-109 Reduced 4.22%	2,476 $146,000
Q4 2019 Feb 10, 2020	BUY	$49.21 - $64.19 $5,363 - $6,996	109 Added 4.4%	2,585 $166,000
Q1 2019 May 10, 2019	SELL	$45.12 - $53.8 $25,583 - $30,504	-567 Reduced 18.63%	2,476 $118,000
Q4 2018 Feb 11, 2019	SELL	$48.76 - $63.23 $32,522 - $42,174	-667 Reduced 17.98%	3,043 $158,000
Q3 2018 Nov 13, 2018	SELL	$55.19 - $62.25 $445,714 - $502,731	-8,076 Reduced 68.52%	3,710 $230,000
Q2 2018 Aug 09, 2018	SELL	$50.53 - $62.98 $380,036 - $473,672	-7,521 Reduced 38.95%	11,786 $652,000
Q1 2018 May 08, 2018	SELL	$59.92 - $68.98 $1.34 Million - $1.54 Million	-22,360 Reduced 53.66%	19,307 $1.22 Million
Q4 2017 Feb 09, 2018	SELL	$59.94 - $65.35 $107,652 - $117,368	-1,796 Reduced 4.13%	41,667 $2.55 Million
Q3 2017 Nov 09, 2017	BUY	$55.23 - $63.74 $2.4 Million - $2.77 Million	43,463	43,463 $2.77 Million

Others Institutions Holding BMY

# of Institutions

2,536

Shares Held

1.47B

Call Options Held

31.6M

Put Options Held

35M

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 $123B
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...

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Mark Sheptoff Financial Planning, LLC Bristol Myers Squibb CO Transaction History