Compass 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
$563K Hold
3,266
0.13% 99
2025
Q1
$748K Hold
3,266
0.19% 87
2024
Q4
$741K Hold
3,266
0.18% 88
2024
Q3
$787K Hold
3,266
0.19% 89
2024
Q2
$763K Hold
3,266
0.19% 92
2024
Q1
$808K Hold
3,266
0.2% 95
2023
Q4
$796K Hold
3,266
0.22% 93
2023
Q3
$844K Hold
3,266
0.27% 92
2023
Q2
$862K Hold
3,266
0.26% 92
2023
Q1
$808K Hold
3,266
0.26% 96
2022
Q4
$831K Buy
+3,266
New +$831K 0.27% 93