Sax Wealth Advisors, LLC Bristol Myers Squibb CO Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Bristol Myers Squibb CO stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,896 shares of BMY stock, worth $369,611. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,896
Previous 6,101 29.42%
Holding current value
$369,611
Previous $282,000 26.24%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 20, 2025
BUY
$43.31 - $48.98 $77,741 - $87,919
1,795 Added 29.42%
7,896 $356,000
Q2 2025

Jul 23, 2025
SELL
$44.12 - $59.6 $10,677 - $14,423
-242 Reduced 3.82%
6,101 $282,000
Q1 2025

May 14, 2025
BUY
$53.9 - $63.11 $16,547 - $19,374
307 Added 5.09%
6,343 $386,000
Q4 2024

Jan 15, 2025
SELL
$51.92 - $59.94 $107,059 - $123,596
-2,062 Reduced 25.46%
6,036 $341,000
Q3 2024

Oct 17, 2024
BUY
$39.66 - $51.75 $19,314 - $25,202
487 Added 6.4%
8,098 $419,000
Q2 2024

Jul 12, 2024
SELL
$40.25 - $52.99 $245,082 - $322,656
-6,089 Reduced 44.45%
7,611 $316,000
Q1 2024

May 13, 2024
SELL
$47.98 - $54.4 $7,436 - $8,432
-155 Reduced 1.12%
13,700 $742,000
Q4 2023

Feb 14, 2024
BUY
$48.48 - $57.85 $13,332 - $15,908
275 Added 2.03%
13,855 $710,000
Q3 2023

Nov 07, 2023
BUY
$57.89 - $64.73 $85,503 - $95,606
1,477 Added 12.2%
13,580 $788,000
Q2 2023

Aug 10, 2023
BUY
$63.71 - $70.74 $700 - $778
11 Added 0.09%
12,103 $773,000
Q1 2023

May 05, 2023
BUY
$65.71 - $74.53 $18,661 - $21,166
284 Added 2.41%
12,092 $838,000
Q4 2022

Feb 06, 2023
SELL
$68.48 - $81.09 $95,872 - $113,526
-1,400 Reduced 10.6%
11,808 $849,000
Q3 2022

Nov 08, 2022
SELL
$0.13 - $76.84 $48 - $28,584
-372 Reduced 2.74%
13,208 $939,000
Q2 2022

Aug 11, 2022
SELL
$72.62 - $79.98 $103,773 - $114,291
-1,429 Reduced 9.52%
13,580 $1.05 Million
Q1 2022

Aug 11, 2022
SELL
$61.48 - $73.72 $95,478 - $114,487
-1,553 Reduced 9.38%
15,009 $1.1 Million
Q1 2022

Apr 20, 2022
SELL
$61.48 - $73.72 $75,866 - $90,970
-1,234 Reduced 6.93%
16,562 $1.21 Million
Q4 2021

Feb 07, 2022
BUY
$53.63 - $62.52 $24,723 - $28,821
461 Added 2.66%
17,796 $1.11 Million
Q3 2021

Dec 10, 2021
BUY
$59.17 - $69.31 $157,865 - $184,919
2,668 Added 18.19%
17,335 $1.03 Million
Q2 2021

Aug 12, 2021
SELL
$61.91 - $67.42 $2,847 - $3,101
-46 Reduced 0.31%
14,667 $980,000
Q1 2021

May 14, 2021
SELL
$59.34 - $66.74 $19,522 - $21,957
-329 Reduced 2.19%
14,713 $929,000
Q4 2020

Feb 16, 2021
BUY
$57.74 - $65.43 $868,525 - $984,198
15,042 New
15,042 $933,000

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

BMY Quotes by TradingView
  • 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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email