CWS
Cypress Wealth Services’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
3,592
+570
| +19% | +$98.2K | 0.11% | 146 |
|
|
2025
Q1 | $692K | Sell |
3,022
-127
| -4% | -$29.1K | 0.14% | 120 |
|
|
2024
Q4 | $714K | Buy |
+3,149
| New | +$714K | 0.14% | 115 |
|
|
2022
Q3 | – | Sell |
-869
| Closed | -$214K | – | 227 |
|
|
2022
Q2 | $214K | Buy |
+869
| New | +$214K | 0.07% | 207 |
|
|
2020
Q3 | – | Sell |
-5,430
| Closed | -$1.3M | – | 21 |
|
|
2020
Q2 | $1.3M | Buy |
5,430
+150
| +3% | +$35.9K | 0.31% | 76 |
|
|
2020
Q1 | $1.21M | Hold |
5,280
| – | – | 0.36% | 76 |
|
|
2019
Q4 | $1.44M | Sell |
5,280
-900
| -15% | -$245K | 0.36% | 83 |
|
|
2019
Q3 | $1.56M | Hold |
6,180
| – | – | 0.43% | 73 |
|
|
2019
Q2 | $1.56M | Sell |
6,180
-4
| -0.1% | -$1.01K | 0.45% | 68 |
|
|
2019
Q1 | $1.54M | Buy |
6,184
+893
| +17% | +$223K | 0.49% | 62 |
|
|
2018
Q4 | $1.19M | Buy |
5,291
+11
| +0.2% | +$2.48K | 0.47% | 65 |
|
|
2018
Q3 | $1.38M | Hold |
5,280
| – | – | 0.49% | 61 |
|
|
2018
Q2 | $1.27M | Buy |
5,280
+1
| +0% | +$240 | 0.48% | 62 |
|
|
2018
Q1 | $1.14M | Sell |
5,279
-17
| -0.3% | -$3.68K | 0.49% | 60 |
|
|
2017
Q4 | $1.13M | Buy |
+5,296
| New | +$1.13M | 0.47% | 58 |
|