TAX-MANAGED GROWTH PORTFOLIO BMY Holdings History
TAX-MANAGED GROWTH PORTFOLIO's Bristol-Myers Squibb Co Holding Summary
As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 588,371.00 shares of Bristol-Myers Squibb Co(BMY), totaling $35.88 Mil. This investment constitutes 0.63% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.03% of the outstanding Bristol-Myers Squibb Co(BMY) stock.
The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 10 purchases of BMY, at an average price of $50.59, for a total of 3.05 Mil shares. In addition, there have been 8 sales at an average price of $68.97 for 2.46 Mil shares. Based on historical transaction data and BMY's current price of $46.92, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his BMY holdings is $42.99 Mil, reflecting a 27.91% gain to date.
TAX-MANAGED GROWTH PORTFOLIO BMY ($46.92) Holding Chart
TAX-MANAGED GROWTH PORTFOLIO 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
