CWS Financial Advisors’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 | – | Sell |
-1,108
| Closed | -$254K | – | 137 |
|
|
2025
Q1 | $254K | Buy |
1,108
+2
| +0.2% | +$458 | 0.08% | 114 |
|
|
2024
Q4 | $251K | Sell |
1,106
-20
| -2% | -$4.54K | 0.08% | 106 |
|
|
2024
Q3 | $272K | Buy |
1,126
+79
| +8% | +$19.1K | 0.1% | 97 |
|
|
2024
Q2 | $245K | Buy |
1,047
+4
| +0.4% | +$935 | 0.1% | 95 |
|
|
2024
Q1 | $258K | Sell |
1,043
-667
| -39% | -$165K | 0.11% | 95 |
|
|
2023
Q4 | $417K | Sell |
1,710
-174
| -9% | -$42.4K | 0.16% | 102 |
|
|
2023
Q3 | $487K | Sell |
1,884
-14
| -0.7% | -$3.62K | 0.2% | 80 |
|
|
2023
Q2 | $501K | Sell |
1,898
-143
| -7% | -$37.8K | 0.19% | 83 |
|
|
2023
Q1 | $505K | Buy |
2,041
+140
| +7% | +$34.7K | 0.2% | 79 |
|
|
2022
Q4 | $462K | Sell |
1,901
-169
| -8% | -$41.1K | 0.2% | 78 |
|
|
2022
Q3 | $461K | Sell |
2,070
-3
| -0.1% | -$668 | 0.22% | 79 |
|
|
2022
Q2 | $511K | Sell |
2,073
-44
| -2% | -$10.8K | 0.23% | 79 |
|
|
2022
Q1 | $549K | Buy |
2,117
+52
| +3% | +$13.5K | 0.21% | 79 |
|
|
2021
Q4 | $507K | Buy |
+2,065
| New | +$507K | 0.18% | 83 |
|
|
2021
Q2 | $469K | Buy |
1,977
+28
| +1% | +$6.64K | 0.19% | 82 |
|
|
2021
Q1 | $462K | Buy |
1,949
+25
| +1% | +$5.93K | 0.2% | 78 |
|
|
2020
Q4 | $470K | Sell |
1,924
-154
| -7% | -$37.6K | 0.27% | 69 |
|
|
2020
Q3 | $472K | Buy |
2,078
+2
| +0.1% | +$454 | 0.31% | 66 |
|
|
2020
Q2 | $485K | Buy |
2,076
+109
| +6% | +$25.5K | 0.35% | 66 |
|
|
2020
Q1 | $522K | Hold |
1,967
| – | – | 0.39% | 56 |
|
|
2019
Q4 | $522K | Buy |
+1,967
| New | +$522K | 0.38% | 57 |
|