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9258 Wealth Management’s Becton Dickinson BDX Stock Holding History

9258 Wealth Management’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-820
Closed -$203K – 345
2024
Q1 		$203K Buy
+820
New +$196K 0.03% 336
2023
Q4 		– Sell
-1,464
Closed -$378K – 312
2023
Q3 		$378K Sell
1,464
-98
-6% -$26.5K 0.07% 214
2023
Q2 		$412K Sell
1,562
-70
-4% -$17.8K 0.08% 208
2023
Q1 		$404K Buy
1,632
+285
+21% +$69.7K 0.08% 212
2022
Q4 		$343K Sell
1,347
-1,068
-44% -$252K 0.07% 227
2022
Q3 		$538K Buy
2,415
+124
+5% +$30.9K 0.14% 162
2022
Q2 		$565K Buy
2,291
+365
+19% +$92.7K 0.14% 159
2022
Q1 		$500K Buy
1,926
+718
+59% +$185K 0.12% 188
2021
Q4 		$296K Sell
1,208
-334
-22% -$80K 0.07% 292
2021
Q3 		$370K Buy
1,542
+34
+2% +$8.34K 0.1% 219
2021
Q2 		$358K Buy
1,508
+165
+12% +$39.6K 0.1% 223
2021
Q1 		$319K Buy
1,343
+19
+1% +$4.64K 0.1% 230
2020
Q4 		$323K Buy
1,324
+39
+3% +$9.09K 0.11% 215
2020
Q3 		$290K Buy
1,285
+105
+9% +$25.8K 0.11% 204
2020
Q2 		$275K Buy
1,180
+21
+2% +$5.06K 0.11% 217
2020
Q1 		$305K Buy
1,159
+277
+31% +$68.4K 0.13% 183
2019
Q4 		$234K Buy
882
+2
+0.2% +$499 0.09% 253
2019
Q3 		$217K Buy
880
+1
+0.1% +$247 0.17% 153
2019
Q2 		$216K Buy
879
+18
+2% +$4.18K 0.17% 152
2019
Q1 		$210K Buy
+861
New +$204K 0.18% 148

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

9258 Wealth Management's BDX Position: Q2 2024 in Review

9258 Wealth Management sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 820 shares — an estimated $203K sold.

9258 Wealth Management first reported a position in BDX in Q1 2019 and held it in 20 quarters. The position peaked at $565K in Q2 2022. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • 9258 Wealth Management reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 820 Becton Dickinson shares in Q2 2024, an estimated $203K.
  • 9258 Wealth Management first reported a position in Becton Dickinson in Q1 2019 and held it in 20 quarters.
  • 9258 Wealth Management's Becton Dickinson position peaked at $565K in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.