Ownership history in Castleview Partners, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Castleview Partners, 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 | 85,542 | +11,504 | +15.5% | 2.29% | $4.6M | $53.31 |
| 2025 Q3 | ADDED | 74,038 | +4,568 | +6.6% | 1.81% | $3.3M | $43.97 |
| 2025 Q2 | ADDED | 69,470 | +1,574 | +2.3% | 2.07% | $3.2M | $44.54 |
| 2025 Q1 | ADDED | 67,896 | +18,455 | +37.3% | 2.80% | $4.1M | $58.06 |
| 2024 Q4 | ADDED | 49,441 | +43,730 | +765.7% | 1.47% | $2.6M | $53.25 |
| 2024 Q3 | UNCHANGED | 5,711 | — | 0% | 0.13% | $237K | $48.17 |
| 2024 Q2 | ADDED | 5,711 | +2,030 | +55.1% | 0.13% | $237K | $38.09 |
| 2024 Q1 | ADDED | 3,681 | +1,199 | +48.3% | 0.11% | $200K | $49.17 |
| 2023 Q4 | ADDED | 2,482 | +422 | +20.5% | 0.09% | $127K | $45.98 |
| 2023 Q3 | REDUCED | 2,060 | -60 | -2.8% | 0.11% | $120K | $51.49 |
As of 2025 Q4 — sorted by position size