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Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Burt Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMY overviewAll 13F holders of BMYFull Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of BMY by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,580−100.0%Sold outHolders
Q2 20254,580$212.0K<0.1%00.0%UnchangedHolders
Q1 20254,580$279.3K0.1%−460−9.1%ReducedHolders
Q4 20245,040$285.1K0.1%+48+1.0%AddedHolders
Q3 20244,992$258.3K0.1%−59−1.2%ReducedHolders
Q2 20245,051$209.8K0.1%+11+0.2%AddedHolders
Q1 20245,040$273.3K0.1%+150+3.1%AddedHolders
Q4 20234,890$250.9K0.1%00.0%UnchangedHolders
Q3 20234,890$283.8K0.1%00.0%UnchangedHolders
Q2 20234,890$312.7K0.1%−348−6.6%ReducedHolders
Q1 20235,238$363.0K0.1%+120+2.3%AddedHolders
Q4 20225,118$368.2K0.1%+207+4.2%AddedHolders
Q3 20224,911$349.0K0.1%−592−10.8%ReducedHolders
Q2 20225,503$424.0K0.1%00.0%UnchangedHolders
Q1 20225,503$402.0K0.1%−215−3.8%ReducedHolders
Q4 20215,718$357.0K0.1%−665−10.4%ReducedHolders
Q3 20216,383$378.0K0.1%00.0%UnchangedHolders
Q2 20216,383$427.0K0.2%00.0%UnchangedHolders
Q1 20216,383$403.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.