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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-491	Closed	-$118K	–	304
2024 Q3	$118K	Buy	491 +6	+1%	+$1.41K	0.01%	398
2024 Q2	$113K	Hold	485	–	–	0.01%	246
2024 Q1	$120K	Sell	485 -45	-8%	-$10.8K	0.01%	252
2023 Q4	$129K	Sell	530 -142	-21%	-$35K	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%	-$6.12K	0.01%	255
2022 Q4	$177K	Buy	697 +350	+101%	+$82.6K	0.02%	244
2022 Q3	$77K	Buy	347 +10	+3%	+$2.49K	0.01%	268
2022 Q2	$83K	Sell	337 -8	-2%	-$2.03K	0.01%	271
2022 Q1	$90K	Sell	345 -21	-6%	-$5.41K	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%	+$5.13K	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%	-$6.04K	0.01%	255
2019 Q1	$90K	Sell	371 -177	-32%	-$41.8K	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%	-$12.7K	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%	-$11.1K	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%	-$207K	0.02%	215
2016 Q2	$311K	Sell	1,880 -11,289	-86%	-$1.81M	0.06%	139
2016 Q1	$1.95M	Sell	13,169 -629	-5%	-$89.2K	0.35%	64
2015 Q4	$2.07M	Buy	13,798 +736	+6%	+$106K	0.34%	71
2015 Q3	$1.69M	Sell	13,062 -54	-0.4%	-$7.54K	0.29%	78
2015 Q2	$1.81M	Buy	13,116 +72	+0.6%	+$9.94K	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%	+$44.4K	0.26%	90
2014 Q3	$1.42M	Buy	12,808 +1,469	+13%	+$168K	0.2%	101
2014 Q2	$1.31M	Buy	+11,339	New	+$1.29M	0.19%	104
2013 Q4	–	Sell	-12,928	Closed	-$1.26M	–	243
2013 Q3	$1.26M	Buy	12,928 +3,636	+39%	+$356K	0.23%	101
2013 Q2	$896K	Buy	+9,292	New	+$886K	0.18%	119

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Baldwin Wealth Partners's BDX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 491 shares — an estimated $118K sold.

Baldwin Wealth Partners first reported a position in BDX in Q2 2013 and held it in 44 quarters. The position peaked at $2.07M in Q4 2015. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

Baldwin Wealth Partners reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 491 Becton Dickinson shares in Q4 2024, an estimated $118K.
Baldwin Wealth Partners first reported a position in Becton Dickinson in Q2 2013 and held it in 44 quarters.
Baldwin Wealth Partners's Becton Dickinson position peaked at $2.07M in Q4 2015.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.