BerganKDV Wealth Management’s Becton Dickinson BDX Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$67.3K	Sell	255 -49	-16%	-$12.4K	0.01%	346
2023 Q1	$75.3K	Buy	304 +31	+11%	+$7.58K	0.01%	346
2022 Q4	$69.5K	Sell	273 -2	-0.7%	-$472	0.01%	351
2022 Q3	$61K	Hold	275	–	–	0.01%	351
2022 Q2	$68K	Sell	275 -8	-3%	-$2.03K	0.01%	351
2022 Q1	$73K	Buy	283 +22	+8%	+$5.67K	0.01%	347
2021 Q4	$64K	Buy	261 +30	+13%	+$7.19K	0.01%	389
2021 Q3	$55K	Hold	231	–	–	0.01%	386
2021 Q2	$55K	Hold	231	–	–	0.01%	376
2021 Q1	$55K	Hold	231	–	–	0.01%	356
2020 Q4	$56K	Sell	231 -7	-3%	-$1.63K	0.01%	341
2020 Q3	$54K	Sell	238 -40	-14%	-$9.83K	0.01%	328
2020 Q2	$65K	Buy	278 +48	+21%	+$11.6K	0.01%	323
2020 Q1	$51K	Buy	230 +8	+4%	+$1.98K	0.01%	316
2019 Q4	$59K	Buy	222 +17	+8%	+$4.24K	0.01%	328
2019 Q3	$51K	Hold	205	–	–	0.01%	325
2019 Q2	$50K	Hold	205	–	–	0.01%	328
2019 Q1	$50K	Hold	205	–	–	0.01%	334
2018 Q4	$45K	Hold	205	–	–	0.01%	307
2018 Q3	$52K	Sell	205 -3	-1%	-$739	0.01%	312
2018 Q2	$49K	Buy	+208	New	+$46.3K	0.01%	321

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BerganKDV Wealth Management's BDX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Becton Dickinson (BDX) stake by 16% in Q2 2023, selling an estimated $12.4K and leaving 255 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #346.

BerganKDV Wealth Management first reported a position in BDX in Q2 2018 and has held it in 21 quarters since. The position peaked at $75.3K in Q1 2023. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

BerganKDV Wealth Management held 255 shares of Becton Dickinson worth $67.3K as of Q2 2023.
BerganKDV Wealth Management sold 49 Becton Dickinson shares in Q2 2023, an estimated $12.4K.
Becton Dickinson made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #346 holding.
BerganKDV Wealth Management first reported a position in Becton Dickinson in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Becton Dickinson position peaked at $75.3K in Q1 2023.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.