Great Diamond Partners’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,372	Closed	-$224K	–	225
2023 Q4	$224K	Buy	4,372 +367	+9%	+$19.3K	0.06%	214
2023 Q3	$232K	Sell	4,005 -912	-19%	-$55.9K	0.06%	203
2023 Q2	$314K	Buy	4,917 +258	+6%	+$17.3K	0.08%	169
2023 Q1	$323K	Buy	4,659 +86	+2%	+$6.07K	0.09%	160
2022 Q4	$329K	Buy	4,573 +31	+0.7%	+$2.34K	0.1%	147
2022 Q3	$322K	Buy	4,542 +510	+13%	+$37K	0.11%	150
2022 Q2	$310K	Sell	4,032 -17	-0.4%	-$1.29K	0.1%	159
2022 Q1	$295K	Buy	+4,049	New	+$272K	0.08%	173
2021 Q4	–	Sell	-4,144	Closed	-$245K	–	215
2021 Q3	$245K	Sell	4,144 -312	-7%	-$20.5K	0.07%	183
2021 Q2	$297K	Buy	4,456 +445	+11%	+$29K	0.08%	158
2021 Q1	$253K	Buy	4,011 +256	+7%	+$15.9K	0.08%	170
2020 Q4	$232K	Buy	+3,755	New	+$231K	0.07%	163
2020 Q1	–	Sell	-3,769	Closed	-$241K	–	181
2019 Q4	$241K	Buy	+3,769	New	+$216K	0.09%	135