A detailed history of Modern Wealth Management, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 18,678 shares of BMY stock, worth $874,317. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,678
Previous 19,295 3.2%
Holding current value
$874,317
Previous $893,000 94233.03%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 12, 2025

SELL
$43.31 - $48.98 $26,722 - $30,220
-617 Reduced 3.2%
18,678 $842 Million
Q2 2025

Nov 12, 2025

SELL
$44.12 - $59.6 $2,558 - $3,456
-58 Reduced 0.3%
19,295 $893,000
Q2 2025

Aug 14, 2025

BUY
$44.12 - $59.6 $40,899 - $55,249
927 Added 5.03%
19,353 $895,000
Q1 2025

May 30, 2025

BUY
$53.9 - $63.11 $97,720 - $114,418
1,813 Added 10.91%
18,426 $1.12 Million
Q1 2025

May 15, 2025

SELL
$53.9 - $63.11 $42,311 - $49,541
-785 Reduced 4.51%
16,613 $1.01 Billion
Q4 2024

May 30, 2025

SELL
$51.92 - $59.94 $41,276 - $47,652
-795 Reduced 4.79%
15,818 $894,000
Q4 2024

May 29, 2025

SELL
$51.92 - $59.94 $67,236 - $77,622
-1,295 Reduced 7.8%
15,318 $866,000
Q4 2024

Feb 11, 2025

BUY
$51.92 - $59.94 $241,272 - $278,541
4,647 Added 36.44%
17,398 $966 Million
Q3 2024

May 30, 2025

SELL
$39.66 - $51.75 $153,166 - $199,858
-3,862 Reduced 23.25%
12,751 $659,000
Q3 2024

May 29, 2025

SELL
$39.66 - $51.75 $192,826 - $251,608
-4,862 Reduced 29.27%
11,751 $608,000
Q3 2024

Nov 05, 2024

BUY
$39.66 - $51.75 $505,704 - $659,864
12,751 New
12,751 $660 Million

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 $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...
More about BMY
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