Bristol Myers Squibb shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Bristol Myers Squibb by Heritage Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $132k | 2.6k | 51.31 |
2023-09-30 | $138k | 2.4k | 58.04 |
2023-06-30 | $165k | 2.6k | 63.95 |
2023-03-31 | $181k | 2.6k | 69.31 |
2022-12-31 | $204k | 2.8k | 71.95 |
2022-09-30 | $152k | 2.1k | 71.19 |
2022-06-30 | $162k | 2.1k | 77.07 |
2022-03-31 | $158k | 2.2k | 72.95 |
2021-12-31 | $241k | 3.9k | 62.35 |
2021-09-30 | $229k | 3.9k | 59.17 |
2021-06-30 | $382k | 6.2k | 61.97 |
2021-03-31 | $353k | 5.6k | 63.13 |
2020-12-31 | $382k | 6.2k | 61.97 |
2020-09-30 | $77k | 1.3k | 60.29 |
2020-06-30 | $116k | 780 | 148.72 |
2020-03-31 | $128k | 2.3k | 55.74 |
2019-12-31 | $117k | 1.8k | 64.19 |
2019-09-30 | $38k | 765 | 49.67 |
2019-06-30 | $140k | 3.1k | 45.35 |
2019-03-31 | $98k | 2.0k | 47.71 |
2018-12-31 | $106k | 2.0k | 51.73 |
2018-09-30 | $134k | 2.2k | 62.01 |
2016-06-30 | $241k | 3.3k | 73.39 |