Total Wealth Planning, LLC
- SEC CIK
- 0001762997
- Latest filing
- Feb 13, 2026
BMY holding history
Bristol Myers Squibb Co in every 13F filed by Total Wealth Planning, LLC, 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 Q4 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −3,054−100.0% | Sold out | Holders |
| Q1 2023 | 3,054 | $211.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,054 | $219.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 3,054 | $217.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 3,054 | $235.0K | 0.1% | −400−11.6% | Reduced | Holders |
| Q1 2022 | 3,454 | $252.0K | 0.1% | +3,454 | New | Holders |