Concurrent Investment 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
$2.37M Buy
13,742
+2,319
+20% +$399K 0.05% 388
2025
Q1
$2.62M Buy
11,423
+673
+6% +$154K 0.06% 316
2024
Q4
$2.44M Buy
10,750
+1,438
+15% +$326K 0.07% 282
2024
Q3
$2.25M Buy
9,312
+137
+1% +$33K 0.07% 280
2024
Q2
$2.14M Buy
9,175
+1,285
+16% +$300K 0.07% 251
2024
Q1
$1.95M Sell
7,890
-136
-2% -$33.6K 0.08% 245
2023
Q4
$1.96M Buy
+8,026
New +$1.96M 0.09% 230