Ownership history in WealthPLAN Partners, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Bristol Myers Squibb Company (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 | 4,789 | +2,233 | +87.4% | 0.03% | $216K | $43.97 |
| 2023 Q2 | ADDED | 2,556 | +152 | +6.3% | 0.02% | $163K | $56.24 |
| 2023 Q1 | REDUCED | 2,404 | -7,838 | -76.5% | 0.02% | $167K | $60.45 |
| 2022 Q4 | ADDED | 10,242 | +145 | +1.4% | 0.05% | $740K | $62.26 |
| 2022 Q1 | REDUCED | 10,097 | -900 | -8.2% | 0.05% | $760K | $62.29 |
| 2021 Q4 | ADDED | 10,997 | +115 | +1.1% | 0.05% | $714K | $52.33 |
| 2021 Q3 | REDUCED | 10,882 | -191 | -1.7% | 0.04% | $622K | $49.66 |
| 2021 Q2 | ADDED | 11,073 | +161 | +1.5% | 0.05% | $740K | $55.22 |
| 2021 Q1 | REDUCED | 10,912 | -1,673 | -13.3% | 0.05% | $698K | $52.17 |
| 2020 Q4 | REDUCED | 12,585 | -26 | -0.2% | 0.07% | $775K | $50.87 |
As of 2025 Q4 — sorted by position size