A detailed history of Triad Financial Advisors, Inc. transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 5,825 shares of BMY stock, worth $231,019. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,825
Previous 5,710 2.01%
Holding current value
$231,019
Previous $365,000 7.4%
% of portfolio
0.13%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$57.89 - $64.73 $6,657 - $7,443
115 Added 2.01%
5,825 $338,000
Q2 2023

Jul 31, 2023

BUY
$63.71 - $70.74 $445 - $495
7 Added 0.12%
5,710 $365,000
Q1 2023

May 05, 2023

SELL
$65.71 - $74.53 $22,144 - $25,116
-337 Reduced 5.58%
5,703 $395,000
Q4 2022

Feb 14, 2023

SELL
$68.48 - $81.09 $5,341 - $6,325
-78 Reduced 1.27%
6,040 $434,000
Q3 2022

Nov 04, 2022

BUY
$0.13 - $76.84 $6 - $3,918
51 Added 0.84%
6,118 $435,000
Q2 2022

Aug 11, 2022

BUY
$72.62 - $79.98 $508 - $559
7 Added 0.12%
6,067 $467,000
Q1 2022

May 09, 2022

SELL
$61.48 - $73.72 $142,203 - $170,514
-2,313 Reduced 27.62%
6,060 $443,000
Q4 2021

May 09, 2022

BUY
$53.63 - $62.52 $449,043 - $523,479
8,373 New
8,373 $522,000

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 $84.3B
  • 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 Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. 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 Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.