BSW Wealth Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,232
| Closed | -$279K | – | 310 |
|
|
2024
Q4 | $279K | Sell |
1,232
-578
| -32% | -$131K | 0.04% | 240 |
|
|
2024
Q3 | $436K | Buy |
1,810
+398
| +28% | +$96K | 0.07% | 170 |
|
|
2024
Q2 | $330K | Buy |
1,412
+86
| +6% | +$20.1K | 0.05% | 193 |
|
|
2024
Q1 | $328K | Buy |
1,326
+397
| +43% | +$98.2K | 0.06% | 206 |
|
|
2023
Q4 | $227K | Sell |
929
-283
| -23% | -$69K | 0.04% | 245 |
|
|
2023
Q3 | $313K | Buy |
1,212
+290
| +31% | +$75K | 0.07% | 168 |
|
|
2023
Q2 | $243K | Sell |
922
-10
| -1% | -$2.64K | 0.05% | 218 |
|
|
2023
Q1 | $231K | Sell |
932
-1,891
| -67% | -$468K | 0.05% | 271 |
|
|
2022
Q4 | $718K | Buy |
2,823
+838
| +42% | +$213K | 0.15% | 92 |
|
|
2022
Q3 | $442K | Buy |
1,985
+196
| +11% | +$43.6K | 0.11% | 130 |
|
|
2022
Q2 | $441K | Buy |
1,789
+470
| +36% | +$116K | 0.11% | 135 |
|
|
2022
Q1 | $342K | Sell |
1,319
-486
| -27% | -$126K | 0.09% | 182 |
|
|
2021
Q4 | $443K | Buy |
1,805
+116
| +7% | +$28.5K | 0.11% | 135 |
|
|
2021
Q3 | $405K | Buy |
1,689
+159
| +10% | +$38.1K | 0.11% | 126 |
|
|
2021
Q2 | $363K | Sell |
1,530
-124
| -7% | -$29.4K | 0.1% | 144 |
|
|
2021
Q1 | $392K | Buy |
+1,654
| New | +$392K | 0.11% | 108 |
|
|
2020
Q3 | – | Sell |
-1,182
| Closed | -$275K | – | 157 |
|
|
2020
Q2 | $275K | Buy |
+1,182
| New | +$275K | 0.09% | 113 |
|
|
2020
Q1 | – | Sell |
-1,220
| Closed | -$324K | – | 116 |
|
|
2019
Q4 | $324K | Buy |
+1,220
| New | +$324K | 0.11% | 91 |
|
|
2018
Q4 | – | Sell |
-1,266
| Closed | -$322K | – | 102 |
|
|
2018
Q3 | $322K | Buy |
+1,266
| New | +$322K | 0.12% | 74 |
|