CWM
Cornerstone Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,744
| Closed | -$451K | – | 524 |
|
|
2023
Q3 | $451K | Buy |
+1,744
| New | +$451K | 0.04% | 326 |
|
|
2022
Q1 | – | Sell |
-1,652
| Closed | -$427K | – | 469 |
|
|
2021
Q4 | $427K | Buy |
+1,652
| New | +$427K | 0.04% | 314 |
|
|
2019
Q3 | – | Sell |
-819
| Closed | -$208K | – | 342 |
|
|
2019
Q2 | $208K | Sell |
819
-73
| -8% | -$18.5K | 0.04% | 335 |
|
|
2019
Q1 | $578K | Buy |
+892
| New | +$578K | 0.07% | 258 |
|
|
2018
Q4 | – | Sell |
-647,786
| Closed | -$3.29M | – | 410 |
|
|
2018
Q3 | $3.29M | Buy |
647,786
+453,623
| +234% | +$2.3M | 0.04% | 378 |
|
|
2018
Q2 | $812K | Buy |
+194,163
| New | +$812K | 0.01% | 846 |
|
|
2018
Q1 | – | Sell |
-3,411
| Closed | -$756K | – | 383 |
|
|
2017
Q4 | $756K | Buy |
3,411
+125
| +4% | +$27.7K | 0.14% | 145 |
|
|
2017
Q3 | $646K | Buy |
3,286
+682
| +26% | +$134K | 0.13% | 152 |
|
|
2017
Q2 | $514K | Buy |
+2,604
| New | +$514K | 0.12% | 177 |
|
|
2016
Q4 | – | Sell |
-2,297
| Closed | -$404K | – | 281 |
|
|
2016
Q3 | $404K | Buy |
+2,297
| New | +$404K | 0.15% | 138 |
|