Congress Wealth Management’s Becton Dickinson BDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$996K	Buy	5,779 +179	+3%	+$32.8K	0.01%	706
2025 Q1	$1.28M	Buy	5,600 +2,578	+85%	+$598K	0.02%	574
2024 Q4	$686K	Sell	3,022 -95	-3%	-$21.9K	0.01%	578
2024 Q3	$752K	Sell	3,117 -426	-12%	-$99.8K	0.01%	563
2024 Q2	$828K	Buy	3,543 +1,728	+95%	+$407K	0.01%	458
2024 Q1	$449K	Buy	1,815 +6	+0.3%	+$1.44K	0.01%	459
2023 Q4	$441K	Buy	1,809 +133	+8%	+$32.8K	0.01%	482
2023 Q3	$434K	Buy	1,676 +14	+0.8%	+$3.78K	0.01%	472
2023 Q2	$439K	Buy	1,662 +62	+4%	+$15.7K	0.01%	433
2023 Q1	$396K	Buy	1,600 +84	+6%	+$20.6K	0.01%	446
2022 Q4	$386K	Buy	1,516 +123	+9%	+$29K	0.01%	443
2022 Q3	$310K	Buy	1,393 +107	+8%	+$26.6K	0.01%	468
2022 Q2	$317K	Buy	1,286 +19	+1%	+$4.82K	0.01%	465
2022 Q1	$329K	Sell	1,267 -191	-13%	-$49.2K	0.01%	499
2021 Q4	$358K	Buy	+1,458	New	+$349K	0.01%	504