Quantitative U.S. Large Cap Value Equity Portfolio BMY Holdings History
Disciplined U.S. Value Equity Portfolio's Bristol-Myers Squibb Co Holding Summary
As of 2025-04-30, Disciplined U.S. Value Equity Portfolio held 823.00 shares of Bristol-Myers Squibb Co(BMY), totaling $41,310.00. This investment constitutes 2.09% of their stock portfolio, and Disciplined U.S. Value Equity Portfolio now holds 0% of the outstanding Bristol-Myers Squibb Co(BMY) stock.
The initial trade took place in 2019Q4. And since then Disciplined U.S. Value Equity Portfolio has made 4 purchases of BMY, at an average price of $51.96, for a total of 1,731.00 shares. In addition, there have been 3 sales at an average price of $62.67 for 908.00 shares. Based on historical transaction data and BMY's current price of $47.04, Disciplined U.S. Value Equity Portfolio's estimated gain on his BMY holdings is $5,673.85, reflecting a 6.31% gain to date.
Disciplined U.S. Value Equity Portfolio BMY ($47.04) Holding Chart
Disciplined U.S. Value Equity Portfolio BMY ($47.04) 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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