Bristol Myers Squibb shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bristol Myers Squibb by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 39k | 45.10 |
| 2025-06-30 | $1.9M | 42k | 46.29 |
| 2025-03-31 | $2.4M | 39k | 60.82 |
| 2024-12-31 | $2.8M | 49k | 56.56 |
| 2024-09-30 | $2.4M | 47k | 51.58 |
| 2024-06-30 | $1.8M | 43k | 41.53 |
| 2024-03-31 | $2.5M | 46k | 54.23 |
| 2023-12-31 | $2.3M | 46k | 51.31 |
| 2023-09-30 | $3.6M | 31k | 116.20 |
| 2023-06-30 | $2.6M | 40k | 63.95 |