Cerro Pacific Wealth 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 | – | Sell |
-1,193
| Closed | -$271K | – | 160 |
|
|
2025
Q1 | $271K | Sell |
1,193
-591
| -33% | -$134K | 0.09% | 135 |
|
|
2024
Q4 | $430K | Sell |
1,784
-39
| -2% | -$9.41K | 0.14% | 108 |
|
|
2024
Q3 | $426K | Hold |
1,823
| – | – | 0.16% | 105 |
|
|
2024
Q2 | $426K | Buy |
+1,823
| New | +$426K | 0.16% | 106 |
|
|
2023
Q1 | $333K | Buy |
1,344
+536
| +66% | +$133K | 0.18% | 110 |
|
|
2022
Q4 | $205K | Sell |
808
-201
| -20% | -$51.1K | 0.11% | 153 |
|
|
2022
Q3 | $225K | Buy |
+1,009
| New | +$225K | 0.14% | 137 |
|
|
2020
Q4 | $1.19M | Buy |
+4,859
| New | +$1.19M | 0.71% | 41 |
|