New Potomac 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 Q3	$20.7K	Buy	+400	New	+$18.8K	0.01%	136
2020 Q4	–	Sell	-3,720	Closed	-$224K	–	69
2020 Q3	$224K	Hold	3,720	–	–	0.18%	62
2020 Q2	$219K	Sell	3,720 -200	-5%	-$12K	0.2%	57
2020 Q1	$219K	Sell	3,920 -2,625	-40%	-$160K	0.24%	54
2019 Q4	$420K	Buy	6,545 +5,145	+368%	+$295K	0.39%	54
2019 Q3	$71K	Hold	1,400	–	–	0.07%	89
2019 Q2	$63K	Hold	1,400	–	–	0.06%	94
2019 Q1	$67K	Buy	1,400 +1,000	+250%	+$49.8K	0.07%	92
2018 Q4	$21K	Hold	400	–	–	0.02%	122
2018 Q3	$25K	Hold	400	–	–	0.02%	120
2018 Q2	$22K	Hold	400	–	–	0.02%	120
2018 Q1	$25K	Hold	400	–	–	0.02%	118
2017 Q4	$25K	Buy	+400	New	+$25K	0.02%	114