Congress 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
$996K Buy
5,779
+179
+3% +$30.8K 0.01% 706
2025
Q1
$1.28M Buy
5,600
+2,578
+85% +$591K 0.02% 574
2024
Q4
$686K Sell
3,022
-95
-3% -$21.6K 0.01% 578
2024
Q3
$752K Sell
3,117
-426
-12% -$103K 0.01% 563
2024
Q2
$828K Buy
3,543
+1,728
+95% +$404K 0.01% 458
2024
Q1
$449K Buy
1,815
+6
+0.3% +$1.49K 0.01% 459
2023
Q4
$441K Buy
1,809
+133
+8% +$32.4K 0.01% 482
2023
Q3
$434K Buy
1,676
+14
+0.8% +$3.62K 0.01% 472
2023
Q2
$439K Buy
1,662
+62
+4% +$16.4K 0.01% 433
2023
Q1
$396K Buy
1,600
+84
+6% +$20.8K 0.01% 446
2022
Q4
$386K Buy
1,516
+123
+9% +$31.3K 0.01% 443
2022
Q3
$310K Buy
1,393
+107
+8% +$23.8K 0.01% 468
2022
Q2
$317K Buy
1,286
+19
+1% +$4.68K 0.01% 465
2022
Q1
$329K Sell
1,267
-191
-13% -$49.6K 0.01% 499
2021
Q4
$358K Buy
+1,458
New +$358K 0.01% 501