AOWM
Alpha Omega Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-984
| Closed | -$225K | – | 208 |
|
|
2025
Q1 | $225K | Buy |
984
+53
| +6% | +$12.1K | 0.04% | 192 |
|
|
2024
Q4 | $211K | Sell |
931
-294
| -24% | -$66.7K | 0.04% | 196 |
|
|
2024
Q3 | $295K | Sell |
1,225
-251
| -17% | -$60.5K | 0.05% | 178 |
|
|
2024
Q2 | $345K | Sell |
1,476
-45
| -3% | -$10.5K | 0.07% | 166 |
|
|
2024
Q1 | $376K | Sell |
1,521
-38
| -2% | -$9.4K | 0.07% | 165 |
|
|
2023
Q4 | $380K | Sell |
1,559
-91
| -6% | -$22.2K | 0.06% | 159 |
|
|
2023
Q3 | $427K | Sell |
1,650
-19,151
| -92% | -$4.95M | 0.07% | 148 |
|
|
2023
Q2 | $5.49M | Sell |
20,801
-873
| -4% | -$230K | 0.93% | 24 |
|
|
2023
Q1 | $5.37M | Sell |
21,674
-3,379
| -13% | -$836K | 0.93% | 23 |
|
|
2022
Q4 | $6.37M | Sell |
25,053
-632
| -2% | -$161K | 1.13% | 18 |
|
|
2022
Q3 | $5.72M | Sell |
25,685
-552
| -2% | -$123K | 1.09% | 19 |
|
|
2022
Q2 | $6.47M | Buy |
26,237
+51
| +0.2% | +$12.6K | 1.15% | 19 |
|
|
2022
Q1 | $6.97M | Buy |
26,186
+22
| +0.1% | +$5.85K | 1.1% | 19 |
|
|
2021
Q4 | $6.9M | Buy |
26,164
+137
| +0.5% | +$36.1K | 1.06% | 16 |
|
|
2021
Q3 | $6.4M | Buy |
26,027
+242
| +0.9% | +$59.5K | 1.05% | 17 |
|
|
2021
Q2 | $6.27M | Buy |
25,785
+1,067
| +4% | +$259K | 1.03% | 17 |
|
|
2021
Q1 | $6.01M | Buy |
24,718
+16,714
| +209% | +$4.06M | 1.05% | 16 |
|
|
2020
Q4 | $2M | Buy |
8,004
+44
| +0.6% | +$11K | 0.34% | 77 |
|
|
2020
Q3 | $1.85M | Sell |
7,960
-30
| -0.4% | -$6.98K | 0.26% | 75 |
|
|
2020
Q2 | $1.91M | Sell |
7,990
-88
| -1% | -$21.1K | 0.29% | 64 |
|
|
2020
Q1 | $1.86M | Sell |
8,078
-248
| -3% | -$57K | 0.34% | 63 |
|
|
2019
Q4 | $2.26M | Buy |
8,326
+81
| +1% | +$22K | 0.36% | 66 |
|
|
2019
Q3 | $2.02M | Buy |
8,245
+6,970
| +547% | +$1.71M | 0.33% | 69 |
|
|
2019
Q2 | $321K | Buy |
1,275
+50
| +4% | +$12.6K | 0.14% | 107 |
|
|
2019
Q1 | $306K | Hold |
1,225
| – | – | 0.14% | 109 |
|
|
2018
Q4 | $276K | Hold |
1,225
| – | – | 0.14% | 103 |
|
|
2018
Q3 | $320K | Hold |
1,225
| – | – | 0.14% | 96 |
|
|
2018
Q2 | $293K | Hold |
1,225
| – | – | 0.14% | 99 |
|
|
2018
Q1 | $265K | Hold |
1,225
| – | – | 0.13% | 104 |
|
|
2017
Q4 | $262K | Hold |
1,225
| – | – | 0.13% | 107 |
|
|
2017
Q3 | $240K | Hold |
1,225
| – | – | 0.12% | 114 |
|
|
2017
Q2 | $239K | Hold |
1,225
| – | – | 0.12% | 113 |
|
|
2017
Q1 | $225K | Hold |
1,225
| – | – | 0.12% | 116 |
|
|
2016
Q4 | $203K | Sell |
1,225
-50
| -4% | -$8.29K | 0.11% | 121 |
|
|
2016
Q3 | $229K | Hold |
1,275
| – | – | 0.18% | 64 |
|
|
2016
Q2 | $216K | Hold |
1,275
| – | – | 0.18% | 65 |
|
|
2016
Q1 | $194K | Sell |
1,275
-300
| -19% | -$45.6K | 0.16% | 64 |
|
|
2015
Q4 | $243K | Buy |
+1,575
| New | +$243K | 0.21% | 56 |
|