CPWA
BDX icon

Cerro Pacific Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Cerro Pacific Wealth Advisors’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
2025
Q2 		– Sell
-1,193
Closed -$271K – 160
2025
Q1 		$271K Sell
1,193
-591
-33% -$137K 0.09% 135
2024
Q4 		$430K Sell
1,784
-39
-2% -$9.01K 0.14% 108
2024
Q3 		$426K Hold
1,823
– – 0.16% 105
2024
Q2 		$426K Buy
+1,823
New +$429K 0.16% 106
2023
Q1 		$333K Buy
1,344
+536
+66% +$131K 0.18% 110
2022
Q4 		$205K Sell
808
-201
-20% -$47.4K 0.11% 153
2022
Q3 		$225K Buy
+1,009
New +$251K 0.14% 137
2020
Q4 		$1.19M Buy
+4,859
New +$1.13M 0.71% 41

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return