Ownership history in First Affirmative Financial Network · 6 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network 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 Q1 | REDUCED | 3,399 | -1,485 | -30.4% | 0.13% | $207K | $58.06 |
| 2024 Q4 | REDUCED | 4,884 | -429 | -8.1% | 0.16% | $276K | $53.25 |
| 2024 Q3 | REDUCED | 5,313 | -235 | -4.2% | 0.15% | $275K | $48.17 |
| 2024 Q2 | ADDED | 5,548 | +830 | +17.6% | 0.16% | $230K | $38.09 |
| 2024 Q1 | ADDED | 4,718 | +767 | +19.4% | 0.19% | $256K | $49.17 |
| 2023 Q4 | INITIATED | 3,951 | — | — | 0.16% | $203K | — |
As of 2025 Q4 — sorted by position size