Baldwin Wealth Partners’s Becton Dickinson BDX Stock Holding History

Baldwin Wealth Partners’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-491	Closed	-$118K	–	304
2024 Q3	$118K	Buy	491 +6	+1%	+$1.45K	0.01%	398
2024 Q2	$113K	Hold	485	–	–	0.01%	246
2024 Q1	$120K	Sell	485 -45	-8%	-$11.1K	0.01%	252
2023 Q4	$129K	Sell	530 -142	-21%	-$34.6K	0.01%	250
2023 Q3	$174K	Hold	672	–	–	0.01%	237
2023 Q2	$177K	Hold	672	–	–	0.01%	248
2023 Q1	$166K	Sell	672 -25	-4%	-$6.19K	0.01%	255
2022 Q4	$177K	Buy	697 +350	+101%	+$89K	0.02%	244
2022 Q3	$77K	Buy	347 +10	+3%	+$2.22K	0.01%	268
2022 Q2	$83K	Sell	337 -8	-2%	-$1.97K	0.01%	271
2022 Q1	$90K	Sell	345 -21	-6%	-$5.48K	0.01%	284
2021 Q4	$90K	Hold	366	–	–	0.01%	280
2021 Q3	$88K	Hold	366	–	–	0.01%	278
2021 Q2	$87K	Hold	366	–	–	0.01%	287
2021 Q1	$87K	Buy	366 +21	+6%	+$4.99K	0.01%	272
2020 Q4	$84K	Hold	345	–	–	0.01%	265
2020 Q3	$78K	Hold	345	–	–	0.01%	249
2020 Q2	$81K	Hold	345	–	–	0.01%	243
2020 Q1	$77K	Hold	345	–	–	0.01%	227
2019 Q4	$92K	Hold	345	–	–	0.01%	247
2019 Q3	$85K	Hold	345	–	–	0.01%	248
2019 Q2	$85K	Sell	345 -26	-7%	-$6.41K	0.01%	255
2019 Q1	$90K	Sell	371 -177	-32%	-$42.9K	0.01%	250
2018 Q4	$121K	Hold	548	–	–	0.02%	217
2018 Q3	$140K	Hold	548	–	–	0.02%	224
2018 Q2	$128K	Hold	548	–	–	0.02%	233
2018 Q1	$116K	Sell	548 -58	-10%	-$12.3K	0.02%	232
2017 Q4	$127K	Hold	606	–	–	0.02%	224
2017 Q3	$116K	Hold	606	–	–	0.02%	225
2017 Q2	$115K	Sell	606 -61	-9%	-$11.6K	0.02%	224
2017 Q1	$119K	Hold	667	–	–	0.02%	219
2016 Q4	$108K	Hold	667	–	–	0.02%	220
2016 Q3	$117K	Sell	667 -1,213	-65%	-$213K	0.02%	215
2016 Q2	$311K	Sell	1,880 -11,289	-86%	-$1.87M	0.06%	139
2016 Q1	$1.95M	Sell	13,169 -629	-5%	-$93.2K	0.35%	64
2015 Q4	$2.07M	Buy	13,798 +736	+6%	+$111K	0.34%	71
2015 Q3	$1.69M	Sell	13,062 -54	-0.4%	-$6.99K	0.29%	78
2015 Q2	$1.81M	Buy	13,116 +72	+0.6%	+$9.95K	0.27%	83
2015 Q1	$1.83M	Sell	13,044 -111	-0.8%	-$15.5K	0.27%	85
2014 Q4	$1.79M	Buy	13,155 +347	+3%	+$47.1K	0.26%	90
2014 Q3	$1.42M	Buy	12,808 +1,469	+13%	+$163K	0.2%	101
2014 Q2	$1.31M	Buy	+11,339	New	+$1.31M	0.19%	104
2013 Q4	–	Sell	-12,928	Closed	-$1.26M	–	242
2013 Q3	$1.26M	Buy	12,928 +3,636	+39%	+$355K	0.23%	101
2013 Q2	$896K	Buy	+9,292	New	+$896K	0.18%	119