Bristol Myers Squibb shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $594k | 12k | 51.74 |
| 2024-06-30 | $502k | 12k | 41.53 |
| 2024-03-31 | $783k | 14k | 54.23 |
| 2023-12-31 | $750k | 15k | 51.31 |
| 2023-09-30 | $767k | 13k | 58.04 |
| 2023-06-30 | $911k | 14k | 63.95 |
| 2023-03-31 | $1.0M | 15k | 69.31 |
| 2022-12-31 | $1.1M | 15k | 71.95 |
| 2022-09-30 | $1.1M | 15k | 71.11 |
| 2022-06-30 | $1.2M | 16k | 77.51 |
| 2022-03-31 | $1.2M | 16k | 73.05 |
| 2021-12-31 | $1.2M | 19k | 62.37 |
| 2021-09-30 | $1.2M | 21k | 59.19 |
| 2021-06-30 | $1.4M | 21k | 66.82 |
| 2021-03-31 | $1.3M | 20k | 63.16 |
| 2020-12-31 | $1.5M | 24k | 61.42 |
| 2020-09-30 | $1.4M | 24k | 59.52 |
| 2020-06-30 | $1.4M | 24k | 59.37 |
| 2020-03-31 | $1.4M | 25k | 55.73 |
| 2019-09-30 | $1.4M | 27k | 51.12 |
| 2019-06-30 | $1.1M | 25k | 45.34 |
| 2019-03-31 | $1.1M | 24k | 47.72 |
| 2018-12-31 | $2.2M | 42k | 51.99 |
| 2018-09-30 | $2.4M | 46k | 51.48 |
| 2018-06-30 | $2.6M | 46k | 55.65 |
| 2017-12-31 | $2.7M | 44k | 61.28 |
| 2017-09-30 | $2.8M | 44k | 63.74 |
| 2017-06-30 | $2.4M | 43k | 55.73 |
| 2017-03-31 | $2.3M | 43k | 54.37 |
| 2016-12-31 | $2.6M | 44k | 58.44 |