Bristol Myers Squibb shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bristol Myers Squibb by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 9.2k | 45.10 |
| 2025-06-30 | $422k | 9.1k | 46.29 |
| 2025-03-31 | $559k | 9.2k | 60.99 |
| 2024-12-31 | $537k | 9.5k | 56.56 |
| 2024-09-30 | $566k | 11k | 51.74 |
| 2024-06-30 | $449k | 11k | 41.53 |
| 2024-03-31 | $733k | 14k | 54.23 |
| 2023-12-31 | $687k | 13k | 51.31 |
| 2023-09-30 | $778k | 13k | 58.04 |
| 2023-06-30 | $960k | 15k | 63.95 |
| 2023-03-31 | $954k | 14k | 69.31 |
| 2022-12-31 | $974k | 14k | 71.95 |
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