Arete Wealth Advisors’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 | $724K | Buy |
4,203
+627
| +18% | +$108K | 0.05% | 314 |
|
2025
Q1 | $819K | Buy |
3,576
+203
| +6% | +$46.5K | 0.06% | 274 |
|
2024
Q4 | $763K | Buy |
3,373
+174
| +5% | +$39.4K | 0.06% | 307 |
|
2024
Q3 | $767K | Buy |
+3,199
| New | +$767K | 0.07% | 273 |
|
2023
Q1 | – | Sell |
-1,129
| Closed | -$287M | – | 661 |
|
2022
Q4 | $287M | Sell |
1,129
-243
| -18% | -$61.8M | 0.03% | 465 |
|
2022
Q3 | $306K | Sell |
1,372
-920
| -40% | -$205K | 0.03% | 399 |
|
2022
Q2 | $567K | Buy |
2,292
+695
| +44% | +$172K | 0.06% | 219 |
|
2022
Q1 | $414K | Buy |
1,597
+1
| +0.1% | +$259 | 0.03% | 321 |
|
2021
Q4 | $392K | Buy |
1,596
+246
| +18% | +$60.4K | 0.03% | 334 |
|
2021
Q3 | $324K | Buy |
+1,350
| New | +$324K | 0.04% | 315 |
|
2021
Q2 | – | Sell |
-1,738
| Closed | -$412K | – | 381 |
|
2021
Q1 | $412K | Sell |
1,738
-25
| -1% | -$5.93K | 0.05% | 269 |
|
2020
Q4 | $430K | Sell |
1,763
-255
| -13% | -$62.2K | 0.06% | 256 |
|
2020
Q3 | $459K | Hold |
2,018
| – | – | 0.07% | 221 |
|
2020
Q2 | $471K | Buy |
2,018
+1,003
| +99% | +$234K | 0.08% | 227 |
|
2020
Q1 | $226K | Sell |
1,015
-136
| -12% | -$30.3K | 0.04% | 286 |
|
2019
Q4 | $306K | Buy |
1,151
+4
| +0.3% | +$1.06K | 0.05% | 289 |
|
2019
Q3 | $283K | Buy |
1,147
+93
| +9% | +$22.9K | 0.05% | 301 |
|
2019
Q2 | $260K | Buy |
+1,054
| New | +$260K | 0.05% | 321 |
|
2018
Q1 | – | Sell |
-1,202
| Closed | -$251K | – | 322 |
|
2017
Q4 | $251K | Buy |
1,202
+71
| +6% | +$14.8K | 0.08% | 261 |
|
2017
Q3 | $216K | Sell |
1,131
-26
| -2% | -$4.97K | 0.09% | 238 |
|
2017
Q2 | $220K | Buy |
+1,157
| New | +$220K | 0.1% | 213 |
|