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Disclosery

Avalon Investment & Advisory: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on BMY, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 424,938 BMY shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 424,938 shares
    Change vs previous 13F -10,883 shares

    0.81% of the 13F portfolio, value $29,452,477.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 435,821 shares
    Change vs previous 13F +5,318 shares

    0.89% of the 13F portfolio, value $31,357,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 430,503 shares
    Change vs previous 13F -202,474 shares

    0.95% of the 13F portfolio, value $30,604,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 632,977 shares
    Change vs previous 13F -46,076 shares

    1.37% of the 13F portfolio, value $48,739,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 679,053 shares
    Change vs previous 13F +277,784 shares

    1.2% of the 13F portfolio, value $49,591,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 401,269 shares
    Change vs previous 13F -61,898 shares

    0.62% of the 13F portfolio, value $25,019,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 463,167 shares
    Change vs previous 13F -15,876 shares

    0.63% of the 13F portfolio, value $27,406,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 479,043 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $32,010,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).