Bristol Myers Squibb shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Heartwood 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 Heartwood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $210k | 3.3k | 63.95 |
2023-03-31 | $229k | 3.3k | 69.31 |
2022-12-31 | $238k | 3.3k | 71.95 |
2022-09-30 | $240k | 3.4k | 71.17 |
2022-06-30 | $201k | 2.6k | 76.83 |