Clearstead Trust’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 | $57.2K | Hold |
332
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $76K | Hold |
332
| – | – | 0.02% | 233 |
|
|
2024
Q4 | $75.3K | Hold |
332
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $80K | Sell |
332
-202
| -38% | -$48.7K | 0.02% | 207 |
|
|
2024
Q2 | $125K | Buy |
534
+73
| +16% | +$17.1K | 0.03% | 163 |
|
|
2024
Q1 | $114K | Sell |
461
-1,879
| -80% | -$465K | 0.03% | 174 |
|
|
2023
Q4 | $571K | Buy |
2,340
+2,211
| +1,714% | +$539K | 0.16% | 86 |
|
|
2023
Q3 | $33.4K | Buy |
129
+40
| +45% | +$10.3K | 0.01% | 250 |
|
|
2023
Q2 | $23.5K | Hold |
89
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $22K | Hold |
89
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $23K | Hold |
89
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $20K | Buy |
+89
| New | +$20K | 0.01% | 258 |
|
|
2020
Q4 | – | Sell |
-9,169
| Closed | -$2.08M | – | 182 |
|
|
2020
Q3 | $2.08M | Buy |
9,169
+540
| +6% | +$123K | 1.65% | 22 |
|
|
2020
Q2 | $2.01M | Sell |
8,629
-1,906
| -18% | -$445K | 1.7% | 20 |
|
|
2020
Q1 | $2.36M | Sell |
10,535
-274
| -3% | -$61.4K | 2.14% | 20 |
|
|
2019
Q4 | $2.87M | Sell |
10,809
-15
| -0.1% | -$3.98K | 2.1% | 17 |
|
|
2019
Q3 | $2.67M | Buy |
10,824
+28
| +0.3% | +$6.91K | 2.08% | 18 |
|
|
2019
Q2 | $2.65M | Buy |
10,796
+343
| +3% | +$84.3K | 2.12% | 17 |
|
|
2019
Q1 | $2.55M | Buy |
10,453
+1,336
| +15% | +$326K | 2.13% | 16 |
|
|
2018
Q4 | $2M | Buy |
9,117
+9,082
| +25,949% | +$2M | 1.86% | 16 |
|
|
2018
Q3 | $9K | Buy |
+35
| New | +$9K | 0.01% | 174 |
|