CWS
Confluence Wealth Services’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
3,469
+399
| +13% | +$68.7K | 0.03% | 226 |
|
|
2025
Q1 | $621K | Sell |
3,070
-36
| -1% | -$7.28K | 0.04% | 202 |
|
|
2024
Q4 | $747K | Sell |
3,106
-224
| -7% | -$53.9K | 0.05% | 183 |
|
|
2024
Q3 | $803K | Sell |
3,330
-123
| -4% | -$29.7K | 0.06% | 173 |
|
|
2024
Q2 | $807K | Buy |
3,453
+402
| +13% | +$93.9K | 0.06% | 179 |
|
|
2024
Q1 | $755K | Buy |
3,051
+295
| +11% | +$73K | 0.07% | 165 |
|
|
2023
Q4 | $672K | Buy |
2,756
+40
| +1% | +$9.75K | 0.07% | 154 |
|
|
2023
Q3 | $702K | Sell |
2,716
-51
| -2% | -$13.2K | 0.14% | 118 |
|
|
2023
Q2 | $731K | Sell |
2,767
-69
| -2% | -$18.2K | 0.15% | 117 |
|
|
2023
Q1 | $702K | Buy |
2,836
+39
| +1% | +$9.66K | 0.16% | 113 |
|
|
2022
Q4 | $711K | Buy |
2,797
+13
| +0.5% | +$3.31K | 0.18% | 109 |
|
|
2022
Q3 | $620K | Sell |
2,784
-71
| -2% | -$15.8K | 0.26% | 107 |
|
|
2022
Q2 | $740K | Buy |
2,855
+95
| +3% | +$24.6K | 0.33% | 102 |
|
|
2022
Q1 | $734K | Sell |
2,760
-586
| -18% | -$156K | 0.27% | 105 |
|
|
2021
Q4 | $841K | Buy |
+3,346
| New | +$841K | 0.27% | 93 |
|