Aries Wealth Management’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
-930
Closed -$213K 218
2025
Q1
$213K Hold
930
0.06% 212
2024
Q4
$211K Hold
930
0.06% 211
2024
Q3
$224K Hold
930
0.06% 209
2024
Q2
$217K Sell
930
-109
-10% -$25.5K 0.07% 191
2024
Q1
$257K Sell
1,039
-15
-1% -$3.71K 0.08% 179
2023
Q4
$257K Sell
1,054
-88
-8% -$21.5K 0.09% 168
2023
Q3
$297K Sell
1,142
-6
-0.5% -$1.56K 0.12% 153
2023
Q2
$303K Sell
1,148
-8
-0.7% -$2.11K 0.12% 149
2023
Q1
$286K Sell
1,156
-78
-6% -$19.3K 0.12% 150
2022
Q4
$314K Sell
1,234
-20
-2% -$5.09K 0.14% 142
2022
Q3
$296K Buy
1,254
+31
+3% +$7.32K 0.13% 140
2022
Q2
$302K Buy
+1,223
New +$302K 0.14% 127
2022
Q1
Sell
-1,254
Closed -$308K 84
2021
Q4
$308K Hold
1,254
0.12% 145
2021
Q3
$301K Hold
1,254
0.13% 142
2021
Q2
$297K Buy
1,254
+38
+3% +$9K 0.13% 136
2021
Q1
$296K Buy
1,216
+35
+3% +$8.52K 0.13% 134
2020
Q4
$294K Buy
1,181
+229
+24% +$57K 0.15% 128
2020
Q3
$216K Hold
952
0.12% 134
2020
Q2
$222K Sell
952
-10
-1% -$2.33K 0.14% 126
2020
Q1
$219K Sell
962
-310
-24% -$70.6K 0.17% 115
2019
Q4
$339K Hold
1,272
0.21% 107
2019
Q3
$314K Buy
1,272
+72
+6% +$17.8K 0.21% 107
2019
Q2
$298K Hold
1,200
0.21% 111
2019
Q1
$292K Buy
+1,200
New +$292K 0.22% 105