Summit Financial Wealth Advisors, LLC Bristol Myers Squibb CO Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 11,057 shares of BMY stock, worth $492,478. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,057
Previous 13,040 15.21%
Holding current value
$492,478
Previous $603,000 17.41%
% of portfolio
0.08%
Previous 0.11%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
$43.31 - $48.98 $85,883 - $97,127
-1,983 Reduced 15.21%
11,057 $498,000
Q2 2025

Sep 29, 2025
BUY
$44.12 - $59.6 $44,031 - $59,480
998 Added 8.29%
13,040 $603,000
Q4 2024

Feb 13, 2025
BUY
$51.92 - $59.94 $123,777 - $142,896
2,384 Added 24.68%
12,042 $681,000
Q3 2024

Nov 13, 2024
BUY
$39.66 - $51.75 $8,923 - $11,643
225 Added 2.39%
9,658 $499,000
Q2 2024

Aug 12, 2024
SELL
$40.25 - $52.99 $124,171 - $163,474
-3,085 Reduced 24.64%
9,433 $391,000
Q1 2024

May 02, 2024
SELL
$47.98 - $54.4 $49,419 - $56,032
-1,030 Reduced 7.6%
12,518 $678,000
Q4 2023

Jan 19, 2024
SELL
$48.48 - $57.85 $100,838 - $120,328
-2,080 Reduced 13.31%
13,548 $695,000
Q3 2023

Nov 13, 2023
SELL
$57.89 - $64.73 $42,896 - $47,964
-741 Reduced 4.53%
15,628 $907,000
Q2 2023

Jul 12, 2023
SELL
$63.71 - $70.74 $14,016 - $15,562
-220 Reduced 1.33%
16,369 $1.05 Million
Q1 2023

Apr 10, 2023
BUY
$65.71 - $74.53 $3,154 - $3,577
48 Added 0.29%
16,589 $1.15 Million
Q4 2022

Jan 17, 2023
BUY
$68.48 - $81.09 $65,192 - $77,197
952 Added 6.11%
16,541 $0
Q3 2022

Oct 28, 2022
SELL
$0.13 - $76.84 $178 - $105,270
-1,370 Reduced 8.08%
15,589 $1.16 Million
Q2 2022

Jul 26, 2022
BUY
$72.62 - $79.98 $59,040 - $65,023
813 Added 5.04%
16,959 $1.24 Million
Q1 2022

May 06, 2022
SELL
$61.48 - $73.72 $83,120 - $99,669
-1,352 Reduced 7.73%
16,146 $1.18 Million
Q4 2021

Jan 12, 2022
SELL
$53.63 - $62.52 $45,585 - $53,142
-850 Reduced 4.63%
17,498 $1.09 Million
Q3 2021

Nov 05, 2021
SELL
$59.17 - $69.31 $20,117 - $23,565
-340 Reduced 1.82%
18,348 $1.09 Million
Q2 2021

Aug 09, 2021
SELL
$61.91 - $67.42 $103,389 - $112,591
-1,670 Reduced 8.2%
18,688 $1.25 Million
Q1 2021

Apr 23, 2021
BUY
$59.34 - $66.74 $94,587 - $106,383
1,594 Added 8.49%
20,358 $1.26 Million
Q4 2020

Jan 11, 2021
SELL
$57.74 - $65.43 $383,624 - $434,716
-6,644 Reduced 26.15%
18,764 $1.13 Million
Q3 2020

Nov 09, 2020
SELL
$57.43 - $63.64 $6,030 - $6,682
-105 Reduced 0.41%
25,408 $1.51 Million
Q2 2020

Jul 16, 2020
SELL
$54.82 - $64.09 $284,296 - $332,370
-5,186 Reduced 16.89%
25,513 $1.52 Million
Q1 2020

Apr 29, 2020
SELL
$46.4 - $67.43 $442,470 - $643,012
-9,536 Reduced 23.7%
30,699 $1.78 Million
Q4 2019

Jan 28, 2020
BUY
$49.21 - $64.19 $197,676 - $257,851
4,017 Added 11.09%
40,235 $2.56 Million
Q3 2019

Nov 05, 2019
SELL
$42.77 - $50.71 $657,845 - $779,970
-15,381 Reduced 29.81%
36,218 $1.87 Million
Q2 2019

Jul 16, 2019
SELL
$44.62 - $49.34 $55,998 - $61,921
-1,255 Reduced 2.37%
51,599 $2.34 Million
Q1 2019

May 01, 2019
BUY
$45.12 - $53.8 $445,244 - $530,898
9,868 Added 22.96%
52,854 $2.48 Million
Q4 2018

Feb 01, 2019
BUY
$48.76 - $63.23 $1.83 Million - $2.37 Million
37,520 Added 686.43%
42,986 $2.23 Million
Q3 2018

Oct 22, 2018
BUY
$55.19 - $62.25 $112,422 - $126,803
2,037 Added 59.41%
5,466 $314,000
Q2 2018

Jul 06, 2018
SELL
$50.53 - $62.98 $30,115 - $37,536
-596 Reduced 14.81%
3,429 $217,000
Q1 2018

Apr 09, 2018
BUY
$59.92 - $68.98 $241,178 - $277,644
4,025 New
4,025 $255,000
Q1 2018

Apr 06, 2018
SELL
$59.92 - $68.98 $2.36 Million - $2.72 Million
-39,378 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
$59.94 - $65.35 $11,148 - $12,155
186 Added 0.47%
39,378 $2.41 Million
Q3 2017

Nov 06, 2017
SELL
$55.23 - $63.74 $854,905 - $986,631
-15,479 Reduced 28.31%
39,192 $2.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
54,671
54,671 $3.05 Million

Others Institutions Holding BMY

# of Institutions
2,676
Shares Held
1.64B
Call Options Held
22.4M
Put Options Held
25.4M
View Full List

About BRISTOL MYERS SQUIBB CO

BMY Quotes by TradingView
  • Ticker BMY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,126,160,000
  • Market Cap $94.7B
  • 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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