Cassady Schiller Wealth Management’s Becton Dickinson BDX Stock Holding History

Cassady Schiller 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
2024 Q4	$2.27K	Buy	+10	New	+$2.31K	﹤0.01%	546
2024 Q2	–	Sell	-103	Closed	-$25.5K	–	469
2024 Q1	$25.5K	Hold	103	–	–	0.01%	266
2023 Q4	$25.1K	Hold	103	–	–	0.01%	259
2023 Q3	$26.6K	Sell	103 -5	-5%	-$1.35K	0.01%	251
2023 Q2	$28.5K	Buy	108 +103	+2,060%	+$26.2K	0.02%	254
2023 Q1	$1.24K	Sell	5 -24	-83%	-$5.87K	﹤0.01%	413
2022 Q4	$7.38K	Buy	+29	New	+$6.85K	﹤0.01%	338
2022 Q1	–	Sell	-155	Closed	-$38K	–	159
2021 Q4	$38K	Buy	+155	New	+$37.1K	0.02%	224

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

Cassady Schiller Wealth Management's BDX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Becton Dickinson (BDX) in Q4 2024: 10 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BDX as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in BDX in Q4 2021 and has held it in 8 quarters since. The position peaked at $38K in Q4 2021. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of Becton Dickinson worth $2.27K as of Q4 2024.
Becton Dickinson was a new Cassady Schiller Wealth Management position in Q4 2024.
Becton Dickinson made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #546 holding.
Cassady Schiller Wealth Management first reported a position in Becton Dickinson in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's Becton Dickinson position peaked at $38K in Q4 2021.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.