Bristol Myers Squibb shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $838k | 15k | 56.56 |
| 2024-09-30 | $403k | 7.8k | 51.74 |
| 2024-06-30 | $324k | 7.8k | 41.53 |
| 2024-03-31 | $567k | 11k | 54.23 |
| 2023-12-31 | $614k | 12k | 51.31 |
| 2023-09-30 | $880k | 15k | 58.04 |
| 2023-06-30 | $1.9M | 30k | 63.95 |
| 2023-03-31 | $2.1M | 30k | 69.31 |
| 2022-12-31 | $2.2M | 30k | 71.95 |
| 2022-09-30 | $2.3M | 33k | 71.10 |
| 2022-06-30 | $3.2M | 42k | 77.00 |
| 2022-03-31 | $6.2M | 85k | 73.03 |
| 2021-12-31 | $11M | 175k | 62.35 |
| 2021-09-30 | $9.7M | 165k | 59.17 |
| 2021-06-30 | $9.2M | 138k | 66.82 |
| 2021-03-31 | $9.7M | 153k | 63.13 |
| 2020-12-31 | $7.3M | 118k | 62.03 |
| 2020-09-30 | $7.0M | 117k | 60.29 |
| 2020-06-30 | $5.9M | 101k | 58.80 |
| 2020-03-31 | $4.2M | 76k | 55.73 |
| 2019-12-31 | $1.2M | 19k | 64.14 |
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