Bristol Myers Squibb shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $419k | 8.1k | 51.74 |
| 2024-06-30 | $316k | 7.6k | 41.53 |
| 2024-03-31 | $743k | 14k | 54.23 |
| 2023-12-31 | $711k | 14k | 51.31 |
| 2023-09-30 | $788k | 14k | 58.04 |
| 2023-06-30 | $774k | 12k | 63.95 |
| 2023-03-31 | $838k | 12k | 69.31 |
| 2022-12-31 | $850k | 12k | 71.95 |
| 2022-09-30 | $939k | 13k | 71.09 |
| 2022-06-30 | $1.0M | 14k | 77.03 |
| 2022-03-31 | $1.2M | 17k | 73.06 |
| 2021-12-31 | $1.1M | 18k | 62.37 |
| 2021-09-30 | $1.0M | 17k | 59.19 |
| 2021-06-30 | $980k | 15k | 66.82 |
| 2021-03-31 | $929k | 15k | 63.14 |
| 2020-12-31 | $933k | 15k | 62.03 |