Ownership history in Rede Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, 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 Q3 | ADDED | 6,182 | +182 | +3.0% | 0.22% | $279K | $43.97 |
| 2023 Q2 | UNCHANGED | 6,000 | — | 0% | 0.18% | $384K | $56.24 |
| 2023 Q1 | UNCHANGED | 6,000 | — | 0% | 0.22% | $416K | $60.45 |
| 2022 Q4 | ADDED | 6,000 | +300 | +5.3% | 0.23% | $432K | $62.26 |
| 2022 Q3 | UNCHANGED | 5,700 | — | 0% | 0.24% | $405K | $61.05 |
| 2022 Q2 | REDUCED | 5,700 | -300 | -5.0% | 0.25% | $439K | $66.13 |
| 2022 Q1 | REDUCED | 6,000 | -590 | -9.0% | 0.21% | $438K | $62.29 |
| 2021 Q4 | REDUCED | 6,590 | -175 | -2.6% | 0.21% | $411K | $52.33 |
| 2021 Q3 | ADDED | 6,765 | +646 | +10.6% | 0.21% | $401K | $49.66 |
| 2021 Q2 | UNCHANGED | 6,119 | — | 0% | 0.22% | $409K | $55.22 |
As of 2025 Q4 — sorted by position size