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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Sutton Wealth Advisors Inc., 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 (Q3 2023)
9,790
Value
$568.2K
% of portfolio
0.3%
Quarters held
11
Since Q1 2021
Holdings of BMY by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20239,790$568.2K0.3%+84+0.9%AddedHolders
Q2 20239,706$620.7K0.3%+140+1.5%AddedHolders
Q1 20239,566$663.0K0.4%−2,285−19.3%ReducedHolders
Q4 202211,851$852.7K0.3%+114+1.0%AddedHolders
Q3 202211,737$834.4K0.3%−55−0.5%ReducedHolders
Q2 202211,792$908.0K0.4%+67+0.6%AddedHolders
Q1 202211,725$856.3K0.3%+68+0.6%AddedHolders
Q4 202111,657$726.8K0.2%−68−0.6%ReducedHolders
Q3 202111,725$693.8K0.3%+11+0.1%AddedHolders
Q2 202111,714$782.7K0.3%−12−0.1%ReducedHolders
Q1 202111,726$740.3K0.3%––Holders

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