CM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,804
| Closed | -$428K | – | 88 |
|
|
2024
Q1 | $428K | Buy |
+1,804
| New | +$428K | 0.12% | 91 |
|
|
2023
Q3 | – | Sell |
-1,664
| Closed | -$466K | – | 89 |
|
|
2023
Q2 | $466K | Sell |
1,664
-3,101
| -65% | -$869K | 0.15% | 70 |
|
|
2023
Q1 | $1.23M | Buy |
+4,765
| New | +$1.23M | 0.24% | 119 |
|