Personal Cfo Solutions, LLC Bristol Myers Squibb CO Transaction History

Personal Cfo Solutions, LLC

$557 Million
Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 27,815 shares of BMY stock, worth $1.3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

27,815

Previous 33,139 16.07%

Holding current value

$1.3 Million

Previous $2.02 Million 37.95%

% of portfolio

0.23%

Previous 0.42%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$43.31 - $48.98 $230,582 - $260,769	-5,324 Reduced 16.07%	27,815 $1.25 Million
Q1 2025 Apr 30, 2025	SELL	$53.9 - $63.11 $260,498 - $305,010	-4,833 Reduced 12.73%	33,139 $2.02 Million
Q4 2024 Feb 07, 2025	BUY	$51.92 - $59.94 $798,996 - $922,416	15,389 Added 68.14%	37,972 $2.15 Million
Q3 2024 Nov 14, 2024	SELL	$39.66 - $51.75 $233,954 - $305,273	-5,899 Reduced 20.71%	22,583 $1.17 Million
Q2 2024 Aug 09, 2024	BUY	$40.25 - $52.99 $270,922 - $356,675	6,731 Added 30.95%	28,482 $1.18 Million

Q1 2024 May 13, 2024	BUY	$47.98 - $54.4 $26,532 - $30,083	553 Added 2.61%	21,751 $1.18 Million
Q4 2023 Feb 13, 2024	BUY	$48.48 - $57.85 $339,650 - $405,297	7,006 Added 49.37%	21,198 $1.09 Million
Q3 2023 Nov 13, 2023	BUY	$57.89 - $64.73 $19,798 - $22,137	342 Added 2.47%	14,192 $823,000
Q2 2023 Aug 10, 2023	SELL	$63.71 - $70.74 $25,675 - $28,508	-403 Reduced 2.83%	13,850 $885,000
Q1 2023 May 09, 2023	SELL	$65.71 - $74.53 $41,331 - $46,879	-629 Reduced 4.23%	14,253 $987,000
Q4 2022 Feb 14, 2023	BUY	$68.48 - $81.09 $68,069 - $80,603	994 Added 7.16%	14,882 $1.07 Million
Q3 2022 Nov 01, 2022	SELL	$0.13 - $76.84 $94 - $55,862	-727 Reduced 4.97%	13,888 $987,000
Q2 2022 Aug 05, 2022	SELL	$72.62 - $79.98 $108,276 - $119,250	-1,491 Reduced 9.26%	14,615 $1.13 Million
Q1 2022 May 02, 2022	SELL	$61.48 - $73.72 $110,233 - $132,179	-1,793 Reduced 10.02%	16,106 $1.18 Million
Q4 2021 Feb 11, 2022	SELL	$53.63 - $62.52 $250,023 - $291,468	-4,662 Reduced 20.66%	17,899 $1.12 Million
Q3 2021 Nov 18, 2021	BUY	$59.17 - $69.31 $308,867 - $361,798	5,220 Added 30.1%	22,561 $1.34 Million
Q2 2021 Jul 22, 2021	BUY	$61.91 - $67.42 $10,710 - $11,663	173 Added 1.01%	17,341 $1.16 Million
Q1 2021 Apr 21, 2021	BUY	$59.34 - $66.74 $39,045 - $43,914	658 Added 3.99%	17,168 $1.08 Million
Q4 2020 Feb 09, 2021	BUY	$57.74 - $65.43 $68,479 - $77,599	1,186 Added 7.74%	16,510 $1.02 Million
Q3 2020 Nov 02, 2020	BUY	$57.43 - $63.64 $90,739 - $100,551	1,580 Added 11.5%	15,324 $1,000
Q2 2020 Aug 03, 2020	SELL	$54.82 - $64.09 $231,175 - $270,267	-4,217 Reduced 23.48%	13,744 $808,000
Q1 2020 Apr 30, 2020	SELL	$46.4 - $67.43 $558,099 - $811,048	-12,028 Reduced 40.11%	17,961 $1 Million
Q4 2019 Feb 13, 2020	SELL	$49.21 - $64.19 $212,439 - $277,108	-4,317 Reduced 12.58%	29,989 $1.92 Million
Q3 2019 Nov 13, 2019	BUY	$42.77 - $50.71 $1.47 Million - $1.74 Million	34,306 New	34,306 $1.74 Million

Others Institutions Holding BMY

# of Institutions

2,684

Shares Held

1.58B

Call Options Held

28M

Put Options Held

28.4M

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 $99.5B
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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Personal Cfo Solutions, LLC Bristol Myers Squibb CO Transaction History