A detailed history of Phillips Wealth Planners LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 11,731 shares of BMY stock, worth $683,096. This represents 0.6% of its overall portfolio holdings.

Number of Shares
11,731
Previous 11,029 6.37%
Holding current value
$683,096
Previous $454 Million 38.05%
% of portfolio
0.6%
Previous 0.48%

Shares

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

Oct 28, 2024

BUY
$39.66 - $51.75 $27,841 - $36,328
702 Added 6.37%
11,731 $626 Million
Q2 2024

Aug 02, 2024

BUY
$40.25 - $52.99 $26,122 - $34,390
649 Added 6.25%
11,029 $454 Million
Q1 2024

Apr 29, 2024

BUY
$47.98 - $54.4 $166,250 - $188,496
3,465 Added 50.11%
10,380 $501 Million
Q4 2023

Feb 12, 2024

SELL
$48.48 - $57.85 $148,445 - $177,136
-3,062 Reduced 30.69%
6,915 $346 Million
Q3 2023

Oct 30, 2023

BUY
$57.89 - $64.73 $42,259 - $47,252
730 Added 7.89%
9,977 $564 Million
Q2 2023

Jul 26, 2023

BUY
$63.71 - $70.74 $190,684 - $211,724
2,993 Added 47.86%
9,247 $591 Million
Q1 2023

May 15, 2023

SELL
$65.71 - $74.53 $394 - $447
-6 Reduced 0.1%
6,254 $428 Million
Q4 2022

Feb 14, 2023

BUY
$68.48 - $81.09 $428,684 - $507,623
6,260 New
6,260 $458 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 Phillips Wealth Planners LLC Portfolio

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

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.