Claris 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
-1,350
Closed -$309K 76
2025
Q1
$309K Buy
1,350
+2
+0.1% +$458 0.12% 57
2024
Q4
$306K Buy
1,348
+1
+0.1% +$227 0.12% 53
2024
Q3
$325K Hold
1,347
0.14% 42
2024
Q2
$315K Buy
1,347
+1
+0.1% +$234 0.16% 41
2024
Q1
$333K Hold
1,346
0.17% 38
2023
Q4
$328K Hold
1,346
0.18% 37
2023
Q3
$348K Hold
1,346
0.22% 31
2023
Q2
$355K Hold
1,346
0.25% 29
2023
Q1
$333K Sell
1,346
-27
-2% -$6.68K 0.25% 29
2022
Q4
$349K Buy
1,373
+4
+0.3% +$1.02K 0.33% 32
2022
Q3
$305K Hold
1,369
0.35% 29
2022
Q2
$337K Sell
1,369
-34
-2% -$8.37K 0.36% 26
2022
Q1
$364K Hold
1,403
0.39% 27
2021
Q4
$344K Buy
+1,403
New +$344K 0.36% 30