Avantax Planning Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,062
| Closed | -$206K | – | 439 |
|
|
2025
Q4 | $206K | Buy |
+1,062
| New | +$202K | 0.01% | 421 |
|
|
2025
Q2 | – | Sell |
-1,059
| Closed | -$243K | – | 449 |
|
|
2025
Q1 | $243K | Sell |
1,059
-64
| -6% | -$14.8K | 0.01% | 375 |
|
|
2024
Q4 | $255K | Buy |
1,123
+4
| +0.4% | +$924 | 0.01% | 366 |
|
|
2024
Q3 | $270K | Sell |
1,119
-55
| -5% | -$12.9K | 0.01% | 354 |
|
|
2024
Q2 | $274K | Buy |
1,174
+71
| +6% | +$16.7K | 0.01% | 373 |
|
|
2024
Q1 | $273K | Buy |
1,103
+92
| +9% | +$22K | 0.01% | 376 |
|
|
2023
Q4 | $247K | Sell |
1,011
-17
| -2% | -$4.19K | 0.01% | 323 |
|
|
2023
Q3 | $266K | Hold |
1,028
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $271K | Sell |
1,028
-209
| -17% | -$53.1K | 0.01% | 311 |
|
|
2023
Q1 | $306K | Hold |
1,237
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $315K | Sell |
1,237
-10
| -0.8% | -$2.36K | 0.01% | 291 |
|
|
2022
Q3 | $278K | Buy |
1,247
+58
| +5% | +$14.4K | 0.01% | 289 |
|
|
2022
Q2 | $293K | Sell |
1,189
-84
| -7% | -$21.3K | 0.01% | 275 |
|
|
2022
Q1 | $330K | Sell |
1,273
-42
| -3% | -$10.8K | 0.01% | 263 |
|
|
2021
Q4 | $323K | Buy |
1,315
+5
| +0.4% | +$1.2K | 0.01% | 265 |
|
|
2021
Q3 | $314K | Buy |
1,310
+29
| +2% | +$7.11K | 0.01% | 245 |
|
|
2021
Q2 | $304K | Hold |
1,281
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $304K | Buy |
1,281
+77
| +6% | +$18.8K | 0.02% | 242 |
|
|
2020
Q4 | $294K | Sell |
1,204
-101
| -8% | -$23.6K | 0.02% | 229 |
|
|
2020
Q3 | $296K | Sell |
1,305
-3
| -0.2% | -$737 | 0.02% | 228 |
|
|
2020
Q2 | $305K | Sell |
1,308
-57
| -4% | -$13.7K | 0.02% | 211 |
|
|
2020
Q1 | $306K | Sell |
1,365
-248
| -15% | -$61.2K | 0.02% | 201 |
|
|
2019
Q4 | $428K | Buy |
1,613
+61
| +4% | +$15.2K | 0.03% | 194 |
|
|
2019
Q3 | $383K | Hold |
1,552
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $380K | Sell |
1,552
-25
| -2% | -$5.81K | 0.02% | 203 |
|
|
2019
Q1 | $384K | Buy |
1,577
+138
| +10% | +$32.6K | 0.03% | 199 |
|
|
2018
Q4 | $316K | Buy |
1,439
+58
| +4% | +$13.5K | 0.02% | 192 |
|
|
2018
Q3 | $352K | Hold |
1,381
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $322K | Sell |
1,381
-93
| -6% | -$20.7K | 0.03% | 175 |
|
|
2018
Q1 | $312K | Sell |
1,474
-86
| -6% | -$18.8K | 0.03% | 221 |
|
|
2017
Q4 | $326K | Sell |
1,560
-3,241
| -68% | -$679K | 0.03% | 219 |
|
|
2017
Q3 | $918K | Buy |
4,801
+1,020
| +27% | +$198K | 0.07% | 131 |
|
|
2017
Q2 | $720K | Buy |
3,781
+287
| +8% | +$52.4K | 0.06% | 148 |
|
|
2017
Q1 | $625K | Sell |
3,494
-113
| -3% | -$19.7K | 0.06% | 157 |
|
|
2016
Q4 | $583K | Buy |
+3,607
| New | +$599K | 0.06% | 149 |
|
Other funds holding BDX
Avantax Planning Partners's BDX Position: Q1 2026 in Review
Avantax Planning Partners sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,062 shares — an estimated $206K sold.
Avantax Planning Partners first reported a position in BDX in Q4 2016 and held it in 35 quarters. The position peaked at $918K in Q3 2017. 1,472 funds tracked by Wall St. Rank hold BDX as of Q1 2026.
- Avantax Planning Partners reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
- Avantax Planning Partners sold 1,062 Becton Dickinson shares in Q1 2026, an estimated $206K.
- Avantax Planning Partners first reported a position in Becton Dickinson in Q4 2016 and held it in 35 quarters.
- Avantax Planning Partners's Becton Dickinson position peaked at $918K in Q3 2017.
- 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.