Number of Shares
159,659.00
Current Holdings Value*
$9.74 Mil
% of Portfolio
2.9%
Total Estimate Gain
$534,663.36
% of Total Estimate Gain
2.78%

Keystone Financial Planning, Inc.'s Bristol-Myers Squibb Co Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 159,659.00 shares of Bristol-Myers Squibb Co(BMY), totaling $9.74 Mil. This investment constitutes 2.9% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.01% of the outstanding Bristol-Myers Squibb Co(BMY) stock.

The initial trade took place in 2013Q4. And since then Keystone Financial Planning, Inc. has made 9 purchases of BMY, at an average price of $57.04, for a total of 337,652.00 shares. In addition, there have been 5 sales at an average price of $69.64 for 177,993.00 shares. Based on historical transaction data and BMY's current price of $46.35, Keystone Financial Planning, Inc.'s estimated gain on his BMY holdings is $534,663.36, reflecting a 2.78% gain to date.

Keystone Financial Planning, Inc. BMY ($46.35) Holding Chart

Keystone Financial Planning, Inc. BMY ($46.35) 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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