InvesTrust BMY Holdings History
Number of Shares
40,984.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.73%
Total Estimate Gain
$-835,359.37
% of Total Estimate Gain
-12.97%
InvesTrust's Bristol-Myers Squibb Co Holding Summary
As of 2025-06-30, InvesTrust held 40,984.00 shares of Bristol-Myers Squibb Co(BMY), totaling $1.90 Mil. This investment constitutes 0.73% of their stock portfolio, and InvesTrust now holds 0% of the outstanding Bristol-Myers Squibb Co(BMY) stock.
The initial trade took place in 2024Q4. And since then InvesTrust has made 1 purchases of BMY, at an average price of $55.93, for a total of 115,162.00 shares. In addition, there have been 1 sales at an average price of $49.28 for 74,178.00 shares. Based on historical transaction data and BMY's current price of $47.59, InvesTrust's estimated gain on his BMY holdings is $-835,359.37, reflecting a -12.97% gain to date.
InvesTrust BMY ($47.59) Holding Chart
InvesTrust BMY ($47.59) 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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