Lantern Wealth Advisors, LLC BMY Holdings History
Number of Shares
26,032.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
0.96%
Total Estimate Gain
$-113,340.02
% of Total Estimate Gain
-8.17%
Lantern Wealth Advisors, LLC's Bristol-Myers Squibb Co Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 26,032.00 shares of Bristol-Myers Squibb Co(BMY), totaling $1.47 Mil. This investment constitutes 0.96% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Bristol-Myers Squibb Co(BMY) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 4 purchases of BMY, at an average price of $53.29, for a total of 26,032.00 shares. Based on historical transaction data and BMY's current price of $48.94, Lantern Wealth Advisors, LLC's estimated gain on his BMY holdings is $-113,340.02, reflecting a -8.17% gain to date.
Lantern Wealth Advisors, LLC BMY ($48.94) Holding Chart
Lantern Wealth Advisors, LLC BMY ($48.94) 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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