Concord Wealth Partners’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 | $145K | Buy |
841
+445
| +112% | +$76.6K | 0.02% | 234 |
|
|
2025
Q1 | $90.6K | Buy |
396
+25
| +7% | +$5.72K | 0.01% | 256 |
|
|
2024
Q4 | $84.1K | Buy |
371
+32
| +9% | +$7.25K | 0.01% | 268 |
|
|
2024
Q3 | $81.8K | Buy |
339
+94
| +38% | +$22.7K | 0.01% | 275 |
|
|
2024
Q2 | $57.3K | Sell |
245
-202
| -45% | -$47.2K | 0.01% | 292 |
|
|
2024
Q1 | $111K | Buy |
447
+126
| +39% | +$31.2K | 0.02% | 264 |
|
|
2023
Q4 | $78.2K | Sell |
321
-243
| -43% | -$59.2K | 0.02% | 305 |
|
|
2023
Q3 | $146K | Sell |
564
-27
| -5% | -$6.98K | 0.03% | 228 |
|
|
2023
Q2 | $156K | Buy |
591
+97
| +20% | +$25.6K | 0.03% | 218 |
|
|
2023
Q1 | $122K | Sell |
494
-103
| -17% | -$25.5K | 0.03% | 225 |
|
|
2022
Q4 | $152K | Buy |
+597
| New | +$152K | 0.05% | 196 |
|
|
2022
Q3 | – | Sell |
-761
| Closed | -$188K | – | 250 |
|
|
2022
Q2 | $188K | Sell |
761
-18
| -2% | -$4.45K | 0.05% | 166 |
|
|
2022
Q1 | $202K | Hold |
779
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $191K | Buy |
779
+345
| +79% | +$84.6K | 0.05% | 195 |
|
|
2021
Q3 | $104K | Sell |
434
-86
| -17% | -$20.6K | 0.04% | 131 |
|
|
2021
Q2 | $123K | Buy |
520
+226
| +77% | +$53.5K | 0.04% | 204 |
|
|
2021
Q1 | $70K | Buy |
294
+292
| +14,600% | +$69.5K | 0.02% | 275 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 600 |
|