A detailed history of Heron Financial Group, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Heron Financial Group, LLC holds 6,027 shares of BMY stock, worth $347,637. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,027
Previous 6,087 0.99%
Holding current value
$347,637
Previous $421,000 8.55%
% of portfolio
0.21%
Previous 0.23%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$63.71 - $70.74 $3,822 - $4,244
-60 Reduced 0.99%
6,027 $385,000
Q1 2023

Apr 19, 2023

SELL
$65.71 - $74.53 $62,687 - $71,101
-954 Reduced 13.55%
6,087 $421,000
Q4 2022

Feb 14, 2023

SELL
$68.48 - $81.09 $13,696 - $16,218
-200 Reduced 2.76%
7,041 $506,000
Q3 2022

Oct 27, 2022

BUY
$0.13 - $76.84 $26 - $15,368
200 Added 2.84%
7,241 $515,000
Q2 2022

Jul 29, 2022

SELL
$72.62 - $79.98 $149,597 - $164,758
-2,060 Reduced 22.63%
7,041 $542,000
Q4 2021

Feb 04, 2022

SELL
$53.63 - $62.52 $7,776 - $9,065
-145 Reduced 1.57%
9,101 $593,000
Q3 2021

Nov 04, 2021

SELL
$59.17 - $69.31 $591 - $693
-10 Reduced 0.11%
9,246 $547,000
Q2 2021

Aug 16, 2021

SELL
$61.91 - $67.42 $8,357 - $9,101
-135 Reduced 1.44%
9,256 $618,000
Q1 2021

Apr 14, 2021

BUY
$59.34 - $66.74 $14,835 - $16,685
250 Added 2.73%
9,391 $591,000
Q4 2020

Feb 16, 2021

SELL
$57.74 - $65.43 $25,116 - $28,462
-435 Reduced 4.54%
9,141 $570,000
Q3 2020

Oct 15, 2020

SELL
$57.43 - $63.64 $6,145 - $6,809
-107 Reduced 1.11%
9,576 $567,000
Q2 2020

Jul 20, 2020

SELL
$54.82 - $64.09 $18,583 - $21,726
-339 Reduced 3.38%
9,683 $556,000
Q1 2020

Apr 23, 2020

SELL
$46.4 - $67.43 $6,728 - $9,777
-145 Reduced 1.43%
10,022 $602,000
Q4 2019

Feb 14, 2020

BUY
$49.21 - $64.19 $500,318 - $652,619
10,167 New
10,167 $681,000

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 $123B
  • 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 Heron Financial Group, LLC Portfolio

Follow Heron Financial Group, 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 Heron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heron Financial Group, LLC with notifications on news.