Bernzott Capital Advisors’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 | $5.68M | Buy |
32,992
+13,157
| +66% | +$2.27M | 2.9% | 22 |
|
|
2025
Q1 | $4.54M | Buy |
19,835
+426
| +2% | +$97.6K | 2.24% | 27 |
|
|
2024
Q4 | $4.4M | Sell |
19,409
-3,273
| -14% | -$743K | 2.18% | 29 |
|
|
2024
Q3 | $5.47M | Buy |
22,682
+99
| +0.4% | +$23.9K | 2.35% | 27 |
|
|
2024
Q2 | $5.28M | Sell |
22,583
-3,050
| -12% | -$713K | 2.43% | 29 |
|
|
2024
Q1 | $6.34M | Buy |
25,633
+5,504
| +27% | +$1.36M | 2.51% | 28 |
|
|
2023
Q4 | $4.91M | Sell |
20,129
-818
| -4% | -$199K | 1.92% | 31 |
|
|
2023
Q3 | $5.42M | Sell |
20,947
-3,558
| -15% | -$920K | 1.87% | 31 |
|
|
2023
Q2 | $6.47M | Sell |
24,505
-625
| -2% | -$165K | 1.4% | 40 |
|
|
2023
Q1 | $6.22M | Buy |
+25,130
| New | +$6.22M | 1.29% | 40 |
|