Proactive Wealth Strategies LLC BMY Holdings History
Number of Shares
37,972.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
1.24%
Total Estimate Gain
$-431,741.64
% of Total Estimate Gain
-19.51%
Proactive Wealth Strategies LLC's Bristol-Myers Squibb Co Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 37,972.00 shares of Bristol-Myers Squibb Co(BMY), totaling $2.32 Mil. This investment constitutes 1.24% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0% of the outstanding Bristol-Myers Squibb Co(BMY) stock.
The initial trade took place in 2025Q1. And since then Proactive Wealth Strategies LLC has made 1 purchases of BMY, at an average price of $58.29, for a total of 37,972.00 shares. Based on historical transaction data and BMY's current price of $46.92, Proactive Wealth Strategies LLC's estimated gain on his BMY holdings is $-431,741.64, reflecting a -19.51% gain to date.
Proactive Wealth Strategies LLC BMY ($46.92) Holding Chart
Proactive Wealth Strategies LLC BMY ($46.92) 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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