Ownership history in Selective Wealth Management, Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. 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 | REDUCED | 4,600 | -201 | -4.2% | 0.07% | $205K | $43.97 |
| 2025 Q2 | REDUCED | 4,801 | -800 | -14.3% | 0.08% | $229K | $44.54 |
| 2025 Q1 | REDUCED | 5,601 | -111 | -1.9% | 0.12% | $284K | $58.06 |
| 2024 Q4 | REDUCED | 5,712 | -2,122 | -27.1% | 0.13% | $318K | $53.25 |
| 2024 Q3 | REDUCED | 7,834 | -179 | -2.2% | 0.17% | $411K | $48.17 |
| 2024 Q2 | REDUCED | 8,013 | -41 | -0.5% | 0.14% | $327K | $38.09 |
| 2024 Q1 | REDUCED | 8,054 | -200 | -2.4% | 0.18% | $405K | $49.17 |
| 2023 Q4 | REDUCED | 8,254 | -928 | -10.1% | 0.22% | $430K | $45.98 |
| 2023 Q3 | REDUCED | 9,182 | -1,469 | -13.8% | 0.29% | $521K | $51.49 |
| 2023 Q2 | REDUCED | 10,651 | -782 | -6.8% | 0.33% | $665K | $56.24 |
As of 2025 Q4 — sorted by position size