Marcum Wealth, LLC Bristol Myers Squibb CO Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 19,296 shares of BMY stock, worth $903,245. This represents 0.1% of its overall portfolio holdings.

Number of Shares

19,296

Previous 19,103 1.01%

Holding current value

$903,245

Previous $1.08 Million 8.89%

% of portfolio

0.1%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$53.9 - $63.11 $10,402 - $12,180	193 Added 1.01%	19,296 $1.18 Million
Q4 2024 Jan 13, 2025	BUY	$51.92 - $59.94 $101,970 - $117,722	1,964 Added 11.46%	19,103 $1.08 Million
Q3 2024 Oct 08, 2024	BUY	$39.66 - $51.75 $51,756 - $67,533	1,305 Added 8.24%	17,139 $886,000
Q2 2024 Jul 02, 2024	BUY	$40.25 - $52.99 $99,256 - $130,673	2,466 Added 18.45%	15,834 $657,000
Q1 2024 Apr 10, 2024	BUY	$47.98 - $54.4 $244,218 - $276,896	5,090 Added 61.49%	13,368 $724,000

Q4 2023 Jan 10, 2024	SELL	$48.48 - $57.85 $168,371 - $200,913	-3,473 Reduced 29.55%	8,278 $424,000
Q3 2023 Oct 10, 2023	SELL	$57.89 - $64.73 $27,960 - $31,264	-483 Reduced 3.95%	11,751 $682,000
Q2 2023 Jul 13, 2023	BUY	$63.71 - $70.74 $100,852 - $111,981	1,583 Added 14.86%	12,234 $782,000
Q1 2023 Apr 19, 2023	BUY	$65.71 - $74.53 $328 - $372	5 Added 0.05%	10,651 $738,000
Q4 2022 Jan 12, 2023	SELL	$68.48 - $81.09 $29,035 - $34,382	-424 Reduced 3.83%	10,646 $0
Q3 2022 Oct 11, 2022	SELL	$0.13 - $76.84 $86 - $51,252	-667 Reduced 5.68%	11,070 $787,000
Q2 2022 Jul 14, 2022	SELL	$72.62 - $79.98 $33,695 - $37,110	-464 Reduced 3.8%	11,737 $904,000
Q1 2022 Apr 20, 2022	BUY	$61.48 - $73.72 $178,414 - $213,935	2,902 Added 31.21%	12,201 $891,000
Q4 2021 Feb 01, 2022	BUY	$53.63 - $62.52 $10,940 - $12,754	204 Added 2.24%	9,299 $580,000
Q3 2021 Nov 08, 2021	BUY	$59.17 - $69.31 $125,203 - $146,659	2,116 Added 30.32%	9,095 $538,000
Q2 2021 Aug 10, 2021	SELL	$61.91 - $67.42 $44,513 - $48,474	-719 Reduced 9.34%	6,979 $466,000
Q1 2021 May 11, 2021	BUY	$59.34 - $66.74 $456,799 - $513,764	7,698 New	7,698 $486,000

Others Institutions Holding BMY

# of Institutions

2,680

Shares Held

1.58B

Call Options Held

28M

Put Options Held

28.4M

View Full List

About BRISTOL MYERS SQUIBB CO

Ticker BMY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,126,160,000
Market Cap $99.5B
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...

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Marcum Wealth, LLC Bristol Myers Squibb CO Transaction History