Ascent Wealth 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
-2,379
Closed -$545K 175
2025
Q1
$545K Buy
2,379
+1,004
+73% +$230K 0.07% 131
2024
Q4
$312K Buy
+1,375
New +$312K 0.04% 142
2024
Q3
Sell
-2,511
Closed -$587K 153
2024
Q2
$587K Sell
2,511
-2,406
-49% -$562K 0.09% 121
2024
Q1
$1.22M Sell
4,917
-28,017
-85% -$6.93M 0.18% 101
2023
Q4
$8.03M Buy
32,934
+346
+1% +$84.4K 1.31% 22
2023
Q3
$8.42M Sell
32,588
-319
-1% -$82.5K 1.55% 14
2023
Q2
$8.58M Buy
32,907
+4,887
+17% +$1.27M 1.51% 14
2023
Q1
$6.84M Buy
28,020
+739
+3% +$180K 1.37% 19
2022
Q4
$6.93M Buy
27,281
+278
+1% +$70.7K 1.49% 19
2022
Q3
$6.02M Sell
27,003
-5,403
-17% -$1.2M 1.43% 21
2022
Q2
$7.96M Sell
32,406
-1,118
-3% -$274K 1.79% 15
2022
Q1
$8.7M Buy
33,524
+3,901
+13% +$1.01M 1.63% 13
2021
Q4
$7.27M Sell
29,623
-3,724
-11% -$914K 1.29% 19
2021
Q3
$8M Sell
33,347
-1,115
-3% -$267K 1.53% 17
2021
Q2
$8.18M Buy
34,462
+405
+1% +$96.1K 1.56% 13
2021
Q1
$8.08M Buy
34,057
+678
+2% +$161K 1.75% 12
2020
Q4
$8.15M Buy
33,379
+256
+0.8% +$62.5K 1.81% 13
2020
Q3
$7.52M Buy
33,123
+812
+3% +$184K 1.92% 10
2020
Q2
$7.54M Buy
32,311
+759
+2% +$177K 2.19% 11
2020
Q1
$7.07M Buy
31,552
+399
+1% +$89.4K 2.59% 7
2019
Q4
$8.27M Sell
31,153
-139
-0.4% -$36.9K 2.35% 9
2019
Q3
$7.73M Sell
31,292
-332
-1% -$82K 2.37% 9
2019
Q2
$7.78M Buy
31,624
+798
+3% +$196K 2.4% 9
2019
Q1
$7.51M Buy
30,826
+1,205
+4% +$294K 2.45% 9
2018
Q4
$6.51M Sell
29,621
-323
-1% -$71K 2.54% 8
2018
Q3
$7.63M Buy
29,944
+655
+2% +$167K 2.43% 8
2018
Q2
$6.85M Buy
29,289
+123
+0.4% +$28.7K 2.41% 8
2018
Q1
$6.17M Buy
29,166
+67
+0.2% +$14.2K 2.24% 9
2017
Q4
$6.08M Buy
29,099
+317
+1% +$66.2K 2.26% 10
2017
Q3
$5.5M Buy
28,782
+374
+1% +$71.5K 2.2% 10
2017
Q2
$5.41M Sell
28,408
-149
-0.5% -$28.4K 2.33% 10
2017
Q1
$5.11M Buy
28,557
+144
+0.5% +$25.8K 2.31% 8
2016
Q4
$4.59M Sell
28,413
-6
-0% -$969 2.25% 8
2016
Q3
$4.98M Sell
28,419
-36
-0.1% -$6.31K 2.52% 7
2016
Q2
$4.71M Sell
28,455
-75
-0.3% -$12.4K 2.44% 7
2016
Q1
$4.23M Buy
28,530
+287
+1% +$42.5K 2.27% 8
2015
Q4
$4.25M Buy
28,243
+180
+0.6% +$27.1K 2.37% 7
2015
Q3
$3.63M Buy
28,063
+169
+0.6% +$21.9K 2.17% 9
2015
Q2
$3.86M Buy
27,894
+543
+2% +$75K 2.12% 9
2015
Q1
$3.83M Buy
27,351
+907
+3% +$127K 2.1% 9
2014
Q4
$3.59M Buy
26,444
+487
+2% +$66.1K 2.11% 9
2014
Q3
$2.88M Buy
25,957
+138
+0.5% +$15.3K 1.83% 14
2014
Q2
$2.98M Buy
25,819
+538
+2% +$62.1K 1.88% 12
2014
Q1
$2.89M Buy
25,281
+129
+0.5% +$14.7K 1.98% 9
2013
Q4
$2.71M Buy
+25,152
New +$2.71M 1.92% 11