Walled Lake Planning & Wealth Management, LLC Bristol Myers Squibb CO Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 19, 2021	SELL	$57.74 - $65.43 $9,469 - $10,730	-164 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$57.43 - $63.64 $57 - $63	1 Added 0.61%	164 $10,000
Q2 2020 Aug 18, 2020	BUY	$54.82 - $64.09 $8,935 - $10,446	163 New	163 $10,000

Others Institutions Holding BMY

# of Institutions

2,449

Shares Held

1.51B

Call Options Held

29.7M

Put Options Held

32.1M

Vanguard Group Inc Valley Forge, PA

187M
Shares

$10.1 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

159M
Shares

$8.62 Billion
0.15% of portfolio
State Street Corp Boston, MA

91.4M
Shares

$4.97 Billion
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

74.6M
Shares

$4.05 Billion
0.27% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

59.1M
Shares

$3.21 Billion
0.47% of portfolio

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About BRISTOL MYERS SQUIBB CO

Ticker BMY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,126,160,000
Market Cap $115B
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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