Curi 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
2024
Q1
Sell
-1,534
Closed -$374K 12
2023
Q4
$374K Sell
1,534
-4
-0.3% -$976 0.05% 101
2023
Q3
$398K Sell
1,538
-156
-9% -$40.3K 0.06% 94
2023
Q2
$447K Sell
1,694
-63
-4% -$16.6K 0.06% 93
2023
Q1
$435K Buy
1,757
+63
+4% +$15.6K 0.06% 101
2022
Q4
$431K Buy
1,694
+4
+0.2% +$1.02K 0.06% 118
2022
Q3
$377K Sell
1,690
-32
-2% -$7.14K 0.06% 115
2022
Q2
$425K Buy
1,722
+11
+0.6% +$2.72K 0.08% 69
2022
Q1
$444K Sell
1,711
-2,717
-61% -$705K 0.08% 67
2021
Q4
$1.09M Buy
4,428
+2,975
+205% +$730K 0.19% 54
2021
Q3
$348K Sell
1,453
-77
-5% -$18.4K 0.16% 55
2021
Q2
$363K Buy
1,530
+59
+4% +$14K 0.18% 61
2021
Q1
$348K Buy
1,471
+18
+1% +$4.26K 0.22% 56
2020
Q4
$354K Buy
+1,453
New +$354K 0.26% 49