Bristol Myers Squibb shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $375k | 6.9k | 54.23 |
| 2023-09-30 | $6.7M | 115k | 58.04 |
| 2023-06-30 | $7.3M | 115k | 63.95 |
| 2023-03-31 | $8.1M | 116k | 69.31 |
| 2022-12-31 | $5.6M | 78k | 71.95 |
| 2022-09-30 | $5.5M | 77k | 71.09 |
| 2022-06-30 | $6.1M | 79k | 77.00 |
| 2022-03-31 | $5.8M | 80k | 73.03 |
| 2021-12-31 | $4.7M | 75k | 62.35 |
| 2021-09-30 | $4.0M | 68k | 59.15 |
| 2021-06-30 | $4.2M | 63k | 66.78 |
| 2021-03-31 | $3.8M | 60k | 63.12 |
| 2020-12-31 | $3.4M | 54k | 62.02 |
| 2020-09-30 | $3.0M | 50k | 60.30 |
| 2020-06-30 | $2.9M | 50k | 58.81 |
| 2020-03-31 | $2.5M | 46k | 55.75 |
| 2019-12-31 | $7.4M | 364k | 20.22 |
| 2019-09-30 | $1.4M | 27k | 50.72 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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