Dynamic Advisor Solutions’s Becton Dickinson BDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,406
Closed -$322K 896
2025
Q1
$322K Buy
1,406
+101
+8% +$23.1K 0.01% 689
2024
Q4
$296K Sell
1,305
-642
-33% -$146K 0.01% 540
2024
Q3
$469K Sell
1,947
-122
-6% -$29.4K 0.01% 630
2024
Q2
$483K Buy
2,069
+402
+24% +$93.9K 0.02% 635
2024
Q1
$412K Sell
1,667
-762
-31% -$189K 0.01% 652
2023
Q4
$588K Sell
2,429
-218
-8% -$52.8K 0.02% 537
2023
Q3
$684K Buy
2,647
+674
+34% +$174K 0.03% 444
2023
Q2
$521K Buy
1,973
+20
+1% +$5.28K 0.03% 488
2023
Q1
$483K Sell
1,953
-185
-9% -$45.8K 0.03% 479
2022
Q4
$544K Buy
2,138
+91
+4% +$23.1K 0.04% 416
2022
Q3
$456K Buy
2,047
+254
+14% +$56.6K 0.03% 409
2022
Q2
$442K Buy
1,793
+71
+4% +$17.5K 0.03% 428
2022
Q1
$447K Sell
1,722
-280
-14% -$72.7K 0.03% 458
2021
Q4
$491K Buy
2,002
+520
+35% +$128K 0.04% 429
2021
Q3
$355K Buy
1,482
+362
+32% +$86.7K 0.03% 529
2021
Q2
$266K Sell
1,120
-306
-21% -$72.7K 0.02% 581
2021
Q1
$338K Sell
1,426
-114
-7% -$27K 0.03% 472
2020
Q4
$376K Buy
1,540
+221
+17% +$54K 0.04% 440
2020
Q3
$300K Buy
1,319
+366
+38% +$83.2K 0.03% 431
2020
Q2
$223K Buy
+953
New +$223K 0.03% 452
2017
Q1
Sell
-3,765
Closed -$608K 210
2016
Q4
$608K Buy
3,765
+12
+0.3% +$1.94K 0.24% 114
2016
Q3
$658K Buy
+3,753
New +$658K 0.25% 121