Bristol Myers Squibb shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 8.0k | 45.10 |
| 2025-06-30 | $509k | 11k | 46.29 |
| 2025-03-31 | $417k | 6.8k | 60.99 |
| 2024-12-31 | $370k | 6.5k | 56.56 |
| 2024-09-30 | $332k | 6.4k | 51.74 |
| 2024-06-30 | $267k | 6.4k | 41.53 |
| 2024-03-31 | $364k | 6.7k | 54.23 |
| 2023-12-31 | $350k | 6.8k | 51.31 |
| 2023-09-30 | $390k | 6.7k | 58.04 |
| 2023-06-30 | $385k | 6.0k | 63.95 |
| 2023-03-31 | $474k | 6.8k | 69.31 |
| 2022-12-31 | $749k | 10k | 73.17 |
| 2022-09-30 | $726k | 9.1k | 79.98 |
| 2022-03-31 | $760k | 10k | 75.27 |
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