Ownership history in ADVOCATE GROUP LLC · 15 quarters on record
This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in BRISTOL-MYERS SQUIBB CO (BMY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 165,670 | +9,076 | +5.8% | 1.45% | $8.9M | $53.31 |
| 2025 Q3 | ADDED | 156,594 | +2,355 | +1.5% | 1.16% | $7.1M | $43.97 |
| 2025 Q2 | ADDED | 154,239 | +7,088 | +4.8% | 1.28% | $7.1M | $44.54 |
| 2025 Q1 | ADDED | 147,151 | +1,974 | +1.4% | 1.64% | $9.0M | $58.06 |
| 2024 Q4 | ADDED | 145,177 | +7,936 | +5.8% | 1.55% | $8.2M | $53.25 |
| 2024 Q3 | ADDED | 137,241 | +2,873 | +2.1% | 1.29% | $7.1M | $48.17 |
| 2024 Q2 | ADDED | 134,368 | +7,644 | +6.0% | 1.12% | $5.6M | $38.09 |
| 2024 Q1 | ADDED | 126,724 | +16,497 | +15.0% | 1.37% | $6.9M | $49.17 |
| 2023 Q4 | ADDED | 110,227 | +5,664 | +5.4% | 1.21% | $5.7M | $45.98 |
| 2023 Q3 | REDUCED | 104,563 | -2,643 | -2.5% | 1.41% | $6.1M | $51.49 |
As of 2025 Q4 — sorted by position size