BRISTOL-MYERS SQUIBB CO

Ticker: BMY CUSIP: 110122108 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,120 Value ($000) $279 Avg Close $47.53 Range $42.02 - $54.40
Q3 2025
Shares 5,940 Value ($000) $268 Avg Close $45.51 Range $41.88 - $48.34
Q2 2025
Shares 7,535 Value ($000) $354 Avg Close $47.20 Range $42.34 - $58.16
Q1 2025
Shares 10,859 Value ($000) $551 Avg Close $55.48 Range $50.97 - $60.28
Q4 2024
Shares 11,773 Value ($000) $657 Avg Close $52.58 Range $48.05 - $57.51
Q3 2024
Shares 11,731 Value ($000) $626 Avg Close $43.65 Range $36.64 - $48.57
Q2 2024
Shares 11,029 Value ($000) $454 Avg Close $41.01 Range $36.35 - $49.17
Q1 2024
Shares 10,380 Value ($000) $501 Avg Close $46.17 Range $43.14 - $49.90
Q4 2023
Shares 6,915 Value ($000) $346 Avg Close $47.02 Range $43.24 - $51.67
Q3 2023
Shares 9,977 Value ($000) $564 Avg Close $54.35 Range $51.11 - $58.01
Q2 2023
Shares 9,247 Value ($000) $591 Avg Close $58.94 Range $55.30 - $62.50
Q1 2023
Shares 6,254 Value ($000) $428 Avg Close $61.50 Range $56.94 - $65.57
Q4 2022
Shares 6,260 Value ($000) $458 Avg Close $65.23 Range $59.13 - $70.48