DWM
Dakota Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
24,057
-404
| -2% | -$69.6K | 0.09% | 181 |
|
|
2025
Q1 | $5.6M | Sell |
24,461
-250
| -1% | -$57.3K | 0.13% | 138 |
|
|
2024
Q4 | $5.61M | Sell |
24,711
-393
| -2% | -$89.2K | 0.13% | 144 |
|
|
2024
Q3 | $6.05M | Sell |
25,104
-1,053
| -4% | -$254K | 0.14% | 139 |
|
|
2024
Q2 | $6.11M | Sell |
26,157
-1,490
| -5% | -$348K | 0.14% | 127 |
|
|
2024
Q1 | $6.84M | Sell |
27,647
-1,037
| -4% | -$257K | 0.17% | 123 |
|
|
2023
Q4 | $6.99M | Sell |
28,684
-361
| -1% | -$88K | 0.27% | 97 |
|
|
2023
Q3 | $7.51M | Sell |
29,045
-41
| -0.1% | -$10.6K | 0.33% | 81 |
|
|
2023
Q2 | $7.68M | Sell |
29,086
-211
| -0.7% | -$55.7K | 0.36% | 72 |
|
|
2023
Q1 | $7.25M | Sell |
29,297
-205
| -0.7% | -$50.7K | 0.48% | 55 |
|
|
2022
Q4 | $7.5M | Sell |
29,502
-102
| -0.3% | -$25.9K | 0.53% | 44 |
|
|
2022
Q3 | $6.6M | Buy |
29,604
+989
| +3% | +$220K | 0.53% | 40 |
|
|
2022
Q2 | $7.06M | Buy |
28,615
+504
| +2% | +$124K | 0.65% | 35 |
|
|
2022
Q1 | $7.48M | Buy |
28,111
+26,746
| +1,959% | +$7.11M | 0.61% | 41 |
|
|
2021
Q4 | $343K | Hold |
1,365
| – | – | 0.04% | 289 |
|
|
2021
Q3 | $336K | Buy |
1,365
+100
| +8% | +$24.6K | 0.04% | 265 |
|
|
2021
Q2 | $307K | Buy |
1,265
+20
| +2% | +$4.85K | 0.04% | 275 |
|
|
2021
Q1 | $302K | Sell |
1,245
-47
| -4% | -$11.4K | 0.04% | 252 |
|
|
2020
Q4 | $323K | Buy |
+1,292
| New | +$323K | 0.04% | 244 |
|
|
2020
Q1 | – | Sell |
-1,818
| Closed | -$494K | – | 258 |
|
|
2019
Q4 | $494K | Sell |
1,818
-679
| -27% | -$185K | 0.08% | 194 |
|
|
2019
Q3 | $632K | Sell |
2,497
-80
| -3% | -$20.2K | 0.11% | 166 |
|
|
2019
Q2 | $650K | Sell |
2,577
-1,436
| -36% | -$362K | 0.12% | 152 |
|
|
2019
Q1 | $1M | Sell |
4,013
-4,688
| -54% | -$1.17M | 0.2% | 113 |
|
|
2018
Q4 | $2.24M | Sell |
8,701
-403
| -4% | -$104K | 0.51% | 52 |
|
|
2018
Q3 | $2.38M | Hold |
9,104
| – | – | 0.53% | 48 |
|
|
2018
Q2 | $2.18M | Buy |
9,104
+1,894
| +26% | +$454K | 0.61% | 45 |
|
|
2018
Q1 | $1.56M | Buy |
7,210
+251
| +4% | +$54.4K | 0.81% | 29 |
|
|
2017
Q4 | $1.49M | Sell |
6,959
-550
| -7% | -$118K | 0.79% | 31 |
|
|
2017
Q3 | $1.47M | Buy |
7,509
+153
| +2% | +$30K | 0.8% | 32 |
|
|
2017
Q2 | $1.44M | Buy |
7,356
+2,341
| +47% | +$457K | 0.79% | 32 |
|
|
2017
Q1 | $920K | Buy |
+5,015
| New | +$920K | 0.54% | 37 |
|