A detailed history of Wealth Plan Investment Management, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,420 shares of BMY stock, worth $368,058. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,420
Previous 6,420 -0.0%
Holding current value
$368,058
Previous $266,000 24.81%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$40.25 - $52.99 $12,075 - $15,897
-300 Reduced 4.46%
6,420 $266,000
Q1 2024

May 16, 2024

SELL
$47.98 - $54.4 $4,798 - $5,440
-100 Reduced 1.47%
6,720 $364,000
Q4 2023

Jan 05, 2024

BUY
$48.48 - $57.85 $4,848 - $5,785
100 Added 1.49%
6,820 $349,000
Q3 2023

Nov 15, 2023

BUY
$57.89 - $64.73 $389,020 - $434,985
6,720 New
6,720 $390,000
Q2 2023

Aug 14, 2023

BUY
$63.71 - $70.74 $219,735 - $243,982
3,449 Added 134.15%
6,020 $384,000
Q2 2023

Jul 25, 2023

SELL
$63.71 - $70.74 $271,850 - $301,847
-4,267 Reduced 62.4%
2,571 $164,000
Q1 2023

May 08, 2023

SELL
$65.71 - $74.53 $223,676 - $253,700
-3,404 Reduced 33.24%
6,838 $473,000
Q4 2022

Feb 15, 2023

BUY
$68.48 - $81.09 $79,779 - $94,469
1,165 Added 12.83%
10,242 $736,000
Q3 2022

Dec 12, 2022

SELL
$0.13 - $76.84 $132 - $78,376
-1,020 Reduced 10.1%
9,077 $726,000
Q1 2022

Sep 07, 2022

BUY
$61.48 - $73.72 $620,763 - $744,350
10,097 New
10,097 $760,000

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 $122B
  • 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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