Bristol Myers Squibb shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bristol Myers Squibb by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $566k | 11k | 51.31 |
| 2023-09-30 | $661k | 11k | 58.04 |
| 2023-06-30 | $723k | 11k | 63.95 |
| 2023-03-31 | $803k | 12k | 69.31 |
| 2022-12-31 | $877k | 12k | 71.95 |
| 2022-09-30 | $879k | 12k | 71.08 |
| 2022-06-30 | $932k | 12k | 76.99 |
| 2022-03-31 | $884k | 12k | 73.03 |
| 2021-12-31 | $715k | 12k | 62.37 |
| 2021-09-30 | $688k | 12k | 59.19 |
| 2021-06-30 | $799k | 12k | 66.83 |
| 2021-03-31 | $753k | 12k | 63.09 |
| 2020-12-31 | $832k | 13k | 62.02 |
| 2020-09-30 | $801k | 13k | 60.27 |
| 2020-06-30 | $798k | 14k | 58.77 |
| 2019-12-31 | $791k | 12k | 64.21 |
| 2019-09-30 | $586k | 12k | 50.70 |
| 2018-12-31 | $1.4M | 28k | 51.96 |
| 2018-09-30 | $1.4M | 23k | 62.08 |
| 2018-06-30 | $1.3M | 24k | 55.33 |
| 2018-03-31 | $1.5M | 24k | 63.25 |
| 2017-12-31 | $1.4M | 24k | 61.29 |
| 2017-09-30 | $1.5M | 24k | 63.76 |
| 2017-06-30 | $1.3M | 23k | 55.72 |
| 2017-03-31 | $1.2M | 22k | 54.37 |
| 2016-12-31 | $1.3M | 23k | 58.45 |
| 2016-09-30 | $1.2M | 22k | 53.91 |
| 2015-09-30 | $720k | 12k | 59.23 |
| 2015-06-30 | $496k | 7.5k | 66.52 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors