Number of Shares
124,472.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
0.81%
Total Estimate Gain
$-580,569.20
% of Total Estimate Gain
-6.12%

Adams Asset Advisors, LLC's Bristol-Myers Squibb Co Holding Summary

As of 2025-06-30, Adams Asset Advisors, LLC held 124,472.00 shares of Bristol-Myers Squibb Co(BMY), totaling $5.76 Mil. This investment constitutes 0.81% of their stock portfolio, and Adams Asset Advisors, LLC now holds 0.01% of the outstanding Bristol-Myers Squibb Co(BMY) stock.

The initial trade took place in 2020Q2. And since then Adams Asset Advisors, LLC has made 5 purchases of BMY, at an average price of $52.64, for a total of 180,161.00 shares. In addition, there have been 4 sales at an average price of $50.40 for 55,689.00 shares. Based on historical transaction data and BMY's current price of $48.98, Adams Asset Advisors, LLC's estimated gain on his BMY holdings is $-580,569.20, reflecting a -6.12% gain to date.

Adams Asset Advisors, LLC BMY ($48.98) Holding Chart

Adams Asset Advisors, LLC BMY ($48.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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