APP
Avantax Planning Partners’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,059
| Closed | -$243K | – | 449 |
|
|
2025
Q1 | $243K | Sell |
1,059
-64
| -6% | -$14.7K | 0.01% | 375 |
|
|
2024
Q4 | $255K | Buy |
1,123
+4
| +0.4% | +$907 | 0.01% | 366 |
|
|
2024
Q3 | $270K | Sell |
1,119
-55
| -5% | -$13.3K | 0.01% | 354 |
|
|
2024
Q2 | $274K | Buy |
1,174
+71
| +6% | +$16.6K | 0.01% | 373 |
|
|
2024
Q1 | $273K | Buy |
1,103
+92
| +9% | +$22.8K | 0.01% | 376 |
|
|
2023
Q4 | $247K | Sell |
1,011
-17
| -2% | -$4.15K | 0.01% | 323 |
|
|
2023
Q3 | $266K | Hold |
1,028
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $271K | Sell |
1,028
-209
| -17% | -$55.2K | 0.01% | 311 |
|
|
2023
Q1 | $306K | Hold |
1,237
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $315K | Sell |
1,237
-10
| -0.8% | -$2.54K | 0.01% | 291 |
|
|
2022
Q3 | $278K | Buy |
1,247
+58
| +5% | +$12.9K | 0.01% | 289 |
|
|
2022
Q2 | $293K | Sell |
1,189
-53
| -4% | -$13.1K | 0.01% | 275 |
|
|
2022
Q1 | $330K | Sell |
1,242
-41
| -3% | -$10.9K | 0.01% | 263 |
|
|
2021
Q4 | $323K | Buy |
1,283
+5
| +0.4% | +$1.26K | 0.01% | 265 |
|
|
2021
Q3 | $314K | Buy |
1,278
+28
| +2% | +$6.88K | 0.01% | 245 |
|
|
2021
Q2 | $304K | Hold |
1,250
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $304K | Buy |
1,250
+75
| +6% | +$18.2K | 0.02% | 242 |
|
|
2020
Q4 | $294K | Sell |
1,175
-98
| -8% | -$24.5K | 0.02% | 229 |
|
|
2020
Q3 | $296K | Sell |
1,273
-3
| -0.2% | -$698 | 0.02% | 228 |
|
|
2020
Q2 | $305K | Sell |
1,276
-56
| -4% | -$13.4K | 0.02% | 211 |
|
|
2020
Q1 | $306K | Sell |
1,332
-242
| -15% | -$55.6K | 0.02% | 201 |
|
|
2019
Q4 | $428K | Buy |
1,574
+60
| +4% | +$16.3K | 0.03% | 194 |
|
|
2019
Q3 | $383K | Hold |
1,514
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $380K | Sell |
1,514
-25
| -2% | -$6.28K | 0.02% | 203 |
|
|
2019
Q1 | $384K | Buy |
1,539
+135
| +10% | +$33.7K | 0.03% | 199 |
|
|
2018
Q4 | $316K | Buy |
1,404
+57
| +4% | +$12.8K | 0.02% | 192 |
|
|
2018
Q3 | $352K | Hold |
1,347
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $322K | Sell |
1,347
-91
| -6% | -$21.8K | 0.03% | 175 |
|
|
2018
Q1 | $312K | Sell |
1,438
-84
| -6% | -$18.2K | 0.03% | 221 |
|
|
2017
Q4 | $326K | Sell |
1,522
-3,162
| -68% | -$677K | 0.03% | 219 |
|
|
2017
Q3 | $918K | Buy |
4,684
+995
| +27% | +$195K | 0.07% | 131 |
|
|
2017
Q2 | $720K | Buy |
3,689
+280
| +8% | +$54.6K | 0.06% | 148 |
|
|
2017
Q1 | $625K | Sell |
3,409
-110
| -3% | -$20.2K | 0.06% | 157 |
|
|
2016
Q4 | $583K | Buy |
+3,519
| New | +$583K | 0.06% | 149 |
|