Circle Wealth Management’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 | $572K | Sell |
3,323
-29
| -0.9% | -$5K | 0.01% | 157 |
|
|
2025
Q1 | $768K | Sell |
3,352
-8
| -0.2% | -$1.83K | 0.02% | 131 |
|
|
2024
Q4 | $762K | Buy |
3,360
+12
| +0.4% | +$2.72K | 0.02% | 134 |
|
|
2024
Q3 | $807K | Sell |
3,348
-372
| -10% | -$89.7K | 0.02% | 135 |
|
|
2024
Q2 | $869K | Sell |
3,720
-236
| -6% | -$55.2K | 0.02% | 107 |
|
|
2024
Q1 | $979K | Buy |
3,956
+298
| +8% | +$73.7K | 0.02% | 97 |
|
|
2023
Q4 | $892K | Buy |
3,658
+339
| +10% | +$82.7K | 0.02% | 93 |
|
|
2023
Q3 | $858K | Buy |
3,319
+15
| +0.5% | +$3.88K | 0.02% | 93 |
|
|
2023
Q2 | $872K | Buy |
3,304
+300
| +10% | +$79.2K | 0.12% | 62 |
|
|
2023
Q1 | $744K | Buy |
3,004
+1
| +0% | +$248 | 0.11% | 69 |
|
|
2022
Q4 | $764K | Buy |
3,003
+28
| +0.9% | +$7.12K | 0.12% | 62 |
|
|
2022
Q3 | $663K | Sell |
2,975
-36
| -1% | -$8.02K | 0.11% | 69 |
|
|
2022
Q2 | $742K | Sell |
3,011
-76
| -2% | -$18.7K | 0.12% | 67 |
|
|
2022
Q1 | $801K | Buy |
3,087
+359
| +13% | +$93.2K | 0.11% | 86 |
|
|
2021
Q4 | $669K | Sell |
2,728
-1
| -0% | -$245 | 0.09% | 99 |
|
|
2021
Q3 | $654K | Buy |
2,729
+8
| +0.3% | +$1.92K | 0.09% | 99 |
|
|
2021
Q2 | $646K | Buy |
2,721
+430
| +19% | +$102K | 0.09% | 107 |
|
|
2021
Q1 | $544K | Buy |
2,291
+307
| +15% | +$72.9K | 0.09% | 103 |
|
|
2020
Q4 | $484K | Buy |
1,984
+394
| +25% | +$96.1K | 0.07% | 149 |
|
|
2020
Q3 | $361K | Buy |
1,590
+530
| +50% | +$120K | 0.06% | 139 |
|
|
2020
Q2 | $247K | Buy |
+1,060
| New | +$247K | 0.04% | 167 |
|