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Compass Financial Advisors LLC

SEC CIK
0001913221
Latest filing
Nov 13, 2023

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Compass Financial Advisors 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 Q3 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of BMY by Compass Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−19,407−100.0%Sold outHolders
Q1 202319,407$1.35M1.7%−1,093−5.3%ReducedHolders
Q4 202220,500$1.47M2.0%−417−2.0%ReducedHolders
Q3 202220,917$1.49M2.2%+15+0.1%AddedHolders
Q2 202220,902$1.61M2.2%−530−2.5%ReducedHolders
Q1 202221,432$1.56M1.7%+368+1.7%AddedHolders
Q4 202121,064$1.31M1.4%–No prior filingHolders