Bristol Myers Squibb shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bristol Myers Squibb by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 16k | 45.10 |
| 2025-06-30 | $634k | 14k | 46.32 |
| 2025-03-31 | $975k | 16k | 60.99 |
| 2024-12-31 | $6.5M | 115k | 56.56 |
| 2024-09-30 | $6.1M | 118k | 51.74 |
| 2024-06-30 | $3.8M | 93k | 41.17 |
| 2023-06-30 | $1.3M | 20k | 63.95 |
| 2023-03-31 | $1.0M | 15k | 69.33 |
| 2022-03-31 | $98k | 1.6k | 62.42 |