Carson Wealth (CWM LLC)’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
22,596
+10,560
| +88% | +$1.82M | 0.01% | 674 |
|
|
2025
Q1 | $2.76M | Sell |
12,036
-363
| -3% | -$83.2K | 0.01% | 723 |
|
|
2024
Q4 | $2.81M | Buy |
12,399
+3,434
| +38% | +$779K | 0.01% | 657 |
|
|
2024
Q3 | $2.16M | Buy |
8,965
+57
| +0.6% | +$13.7K | 0.01% | 670 |
|
|
2024
Q2 | $2.08M | Buy |
8,908
+1,143
| +15% | +$267K | 0.01% | 637 |
|
|
2024
Q1 | $1.92M | Buy |
7,765
+1,462
| +23% | +$362K | 0.01% | 630 |
|
|
2023
Q4 | $1.54M | Buy |
6,303
+46
| +0.7% | +$11.2K | 0.01% | 640 |
|
|
2023
Q3 | $1.62M | Buy |
6,257
+928
| +17% | +$240K | 0.01% | 597 |
|
|
2023
Q2 | $1.41M | Buy |
5,329
+566
| +12% | +$149K | 0.01% | 601 |
|
|
2023
Q1 | $1.18M | Buy |
4,763
+1,215
| +34% | +$301K | 0.01% | 614 |
|
|
2022
Q4 | $902K | Sell |
3,548
-884
| -20% | -$225K | 0.01% | 647 |
|
|
2022
Q3 | $988K | Buy |
4,432
+476
| +12% | +$106K | 0.01% | 563 |
|
|
2022
Q2 | $975K | Buy |
3,956
+825
| +26% | +$203K | 0.01% | 566 |
|
|
2022
Q1 | $813K | Buy |
3,131
+823
| +36% | +$214K | 0.01% | 611 |
|
|
2021
Q4 | $566K | Buy |
+2,308
| New | +$566K | ﹤0.01% | 691 |
|
|
2021
Q2 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2021
Q1 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2020
Q2 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2020
Q1 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2019
Q4 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2019
Q3 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $359K | Hold |
1,515
| – | – | ﹤0.01% | 737 |
|
|
2019
Q1 | $359K | Buy |
1,515
+664
| +78% | +$157K | ﹤0.01% | 737 |
|
|
2018
Q4 | $187K | Buy |
851
+45
| +6% | +$9.89K | ﹤0.01% | 613 |
|
|
2018
Q3 | $205K | Buy |
806
+1
| +0.1% | +$254 | 0.01% | 509 |
|
|
2018
Q2 | $188K | Buy |
805
+641
| +391% | +$150K | 0.01% | 429 |
|
|
2018
Q1 | $35K | Hold |
164
| – | – | ﹤0.01% | 611 |
|
|
2017
Q4 | $34K | Sell |
164
-14
| -8% | -$2.9K | ﹤0.01% | 597 |
|
|
2017
Q3 | $34K | Buy |
178
+142
| +394% | +$27.1K | ﹤0.01% | 589 |
|
|
2017
Q2 | $7K | Buy |
36
+31
| +620% | +$6.03K | ﹤0.01% | 828 |
|
|
2017
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q4 | $1K | Sell |
5
-493
| -99% | -$98.6K | ﹤0.01% | 1035 |
|
|
2016
Q3 | $87K | Buy |
498
+22
| +5% | +$3.84K | 0.01% | 352 |
|
|
2016
Q2 | $79K | Buy |
476
+2
| +0.4% | +$332 | 0.01% | 329 |
|
|
2016
Q1 | $70K | Buy |
474
+2
| +0.4% | +$295 | 0.01% | 308 |
|
|
2015
Q4 | $71K | Buy |
472
+2
| +0.4% | +$301 | 0.01% | 287 |
|
|
2015
Q3 | $61K | Buy |
+470
| New | +$61K | 0.01% | 269 |
|
|
2014
Q1 | – | Sell |
-522
| Closed | -$56K | – | 172 |
|
|
2013
Q4 | $56K | Buy |
522
+447
| +596% | +$48K | 0.01% | 228 |
|
|
2013
Q3 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 345 |
|