Baker Tilly 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
$1.19M Buy
6,898
+1,399
+25% +$241K 0.42% 44
2025
Q1
$1.26M Buy
5,499
+1,123
+26% +$257K 0.49% 41
2024
Q4
$993K Sell
4,376
-233
-5% -$52.9K 0.39% 52
2024
Q3
$1.11M Sell
4,609
-485
-10% -$117K 0.49% 42
2024
Q2
$1.19M Sell
5,094
-7,144
-58% -$1.67M 0.49% 38
2024
Q1
$3.03M Buy
12,238
+398
+3% +$98.5K 0.55% 37
2023
Q4
$2.89M Sell
11,840
-548
-4% -$134K 0.47% 37
2023
Q3
$3.2M Sell
12,388
-8,518
-41% -$2.2M 0.53% 36
2023
Q2
$5.52M Buy
20,906
+730
+4% +$193K 0.58% 37
2023
Q1
$4.99M Buy
20,176
+778
+4% +$193K 0.56% 38
2022
Q4
$4.93M Buy
19,398
+2,991
+18% +$761K 0.61% 36
2022
Q3
$3.66M Buy
16,407
+180
+1% +$40.1K 0.5% 43
2022
Q2
$4M Buy
16,227
+979
+6% +$241K 0.52% 44
2022
Q1
$3.96M Buy
15,248
+853
+6% +$221K 0.44% 53
2021
Q4
$3.53M Buy
14,395
+3,833
+36% +$940K 0.38% 51
2021
Q3
$2.53M Buy
10,562
+3,567
+51% +$855K 0.33% 57
2021
Q2
$1.66M Buy
6,995
+1,477
+27% +$351K 0.27% 85
2021
Q1
$1.31M Buy
5,518
+2,086
+61% +$495K 0.27% 93
2020
Q4
$838K Buy
+3,432
New +$838K 0.26% 96