Appleton Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$229K | – | 252 |
|
|
2025
Q1 | $229K | Sell |
1,000
-4,141
| -81% | -$948K | 0.02% | 228 |
|
|
2024
Q4 | $1.17M | Buy |
5,141
+3,990
| +347% | +$905K | 0.09% | 127 |
|
|
2024
Q3 | $278K | Hold |
1,151
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $269K | Sell |
1,151
-101
| -8% | -$23.6K | 0.02% | 228 |
|
|
2024
Q1 | $310K | Sell |
1,252
-91
| -7% | -$22.5K | 0.02% | 223 |
|
|
2023
Q4 | $328K | Buy |
1,343
+191
| +17% | +$46.6K | 0.03% | 231 |
|
|
2023
Q3 | $298K | Sell |
1,152
-23
| -2% | -$5.95K | 0.03% | 241 |
|
|
2023
Q2 | $310K | Sell |
1,175
-27
| -2% | -$7.12K | 0.03% | 241 |
|
|
2023
Q1 | $298K | Sell |
1,202
-82
| -6% | -$20.3K | 0.03% | 253 |
|
|
2022
Q4 | $326K | Sell |
1,284
-25
| -2% | -$6.35K | 0.03% | 245 |
|
|
2022
Q3 | $292K | Sell |
1,309
-20
| -2% | -$4.46K | 0.03% | 245 |
|
|
2022
Q2 | $328K | Buy |
1,329
+151
| +13% | +$37.3K | 0.03% | 240 |
|
|
2022
Q1 | $306K | Sell |
1,178
-27
| -2% | -$7.01K | 0.03% | 257 |
|
|
2021
Q4 | $296K | Sell |
1,205
-129
| -10% | -$31.7K | 0.02% | 263 |
|
|
2021
Q3 | $320K | Buy |
1,334
+340
| +34% | +$81.6K | 0.03% | 240 |
|
|
2021
Q2 | $236K | Sell |
994
-108
| -10% | -$25.6K | 0.02% | 272 |
|
|
2021
Q1 | $261K | Buy |
1,102
+44
| +4% | +$10.4K | 0.02% | 255 |
|
|
2020
Q4 | $258K | Sell |
1,058
-113
| -10% | -$27.6K | 0.03% | 245 |
|
|
2020
Q3 | $266K | Sell |
1,171
-61
| -5% | -$13.9K | 0.03% | 233 |
|
|
2020
Q2 | $288K | Sell |
1,232
-20
| -2% | -$4.68K | 0.03% | 219 |
|
|
2020
Q1 | $280K | Sell |
1,252
-24
| -2% | -$5.37K | 0.04% | 219 |
|
|
2019
Q4 | $339K | Buy |
1,276
+19
| +2% | +$5.05K | 0.04% | 224 |
|
|
2019
Q3 | $310K | Hold |
1,257
| – | – | 0.04% | 229 |
|
|
2019
Q2 | $309K | Sell |
1,257
-38
| -3% | -$9.34K | 0.04% | 232 |
|
|
2019
Q1 | $315K | Buy |
1,295
+33
| +3% | +$8.03K | 0.04% | 216 |
|
|
2018
Q4 | $277K | Buy |
1,262
+27
| +2% | +$5.93K | 0.04% | 223 |
|
|
2018
Q3 | $315K | Sell |
1,235
-69
| -5% | -$17.6K | 0.04% | 218 |
|
|
2018
Q2 | $305K | Buy |
1,304
+356
| +38% | +$83.3K | 0.04% | 221 |
|
|
2018
Q1 | $200K | Buy |
+948
| New | +$200K | 0.03% | 254 |
|