AllGen Financial Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,698
| Closed | -$2.12M | – | 39 |
|
|
2023
Q4 | $2.12M | Buy |
8,698
+59
| +0.7% | +$14.4K | 1.1% | 23 |
|
|
2023
Q3 | $2.23M | Sell |
8,639
-344
| -4% | -$88.9K | 1.59% | 17 |
|
|
2023
Q2 | $2.37M | Sell |
8,983
-69
| -0.8% | -$18.2K | 1.49% | 22 |
|
|
2023
Q1 | $2.24M | Sell |
9,052
-122
| -1% | -$30.2K | 1.56% | 20 |
|
|
2022
Q4 | $2.33M | Buy |
9,174
+403
| +5% | +$102K | 1.67% | 16 |
|
|
2022
Q3 | $1.95M | Buy |
8,771
+304
| +4% | +$67.7K | 1.52% | 17 |
|
|
2022
Q2 | $2.09M | Sell |
8,467
-725
| -8% | -$179K | 1.72% | 21 |
|
|
2022
Q1 | $2.39M | Buy |
9,192
+385
| +4% | +$99.9K | 1.99% | 18 |
|
|
2021
Q4 | $2.16M | Buy |
8,807
+858
| +11% | +$211K | 1.6% | 19 |
|
|
2021
Q3 | $1.91M | Sell |
7,949
-37,104
| -82% | -$8.9M | 1.56% | 14 |
|
|
2021
Q2 | $2.27M | Sell |
45,053
-4,497
| -9% | -$227K | 1.75% | 15 |
|
|
2021
Q1 | $1.92M | Buy |
49,550
+44,608
| +903% | +$1.73M | 1.57% | 17 |
|
|
2020
Q4 | $1.21M | Buy |
+4,942
| New | +$1.21M | 1.12% | 24 |
|