EP Wealth 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 | $2.82M | Sell |
16,376
-63
| -0.4% | -$10.9K | 0.02% | 350 |
|
|
2025
Q1 | $3.77M | Sell |
16,439
-295
| -2% | -$67.6K | 0.03% | 257 |
|
|
2024
Q4 | $3.8M | Buy |
16,734
+38
| +0.2% | +$8.62K | 0.03% | 258 |
|
|
2024
Q3 | $4.03M | Sell |
16,696
-10
| -0.1% | -$2.41K | 0.03% | 246 |
|
|
2024
Q2 | $3.9M | Sell |
16,706
-465
| -3% | -$109K | 0.04% | 202 |
|
|
2024
Q1 | $4.25M | Sell |
17,171
-151
| -0.9% | -$37.4K | 0.05% | 187 |
|
|
2023
Q4 | $4.22M | Sell |
17,322
-249
| -1% | -$60.7K | 0.05% | 181 |
|
|
2023
Q3 | $4.54M | Sell |
17,571
-799,754
| -98% | -$207M | 0.07% | 154 |
|
|
2023
Q2 | $4.61M | Hold |
817,325
| – | – | 0.07% | 157 |
|
|
2023
Q1 | $17M | Buy |
817,325
+799,277
| +4,429% | +$16.6M | 0.29% | 69 |
|
|
2022
Q4 | $4.59M | Sell |
18,048
-32
| -0.2% | -$8.14K | 0.08% | 132 |
|
|
2022
Q3 | $4.03M | Sell |
18,080
-882
| -5% | -$197K | 0.09% | 126 |
|
|
2022
Q2 | $4.68M | Buy |
18,962
+662
| +4% | +$163K | 0.11% | 115 |
|
|
2022
Q1 | $4.75M | Buy |
18,300
+166
| +0.9% | +$43.1K | 0.1% | 117 |
|
|
2021
Q4 | $4.45M | Sell |
18,134
-14
| -0.1% | -$3.44K | 0.11% | 113 |
|
|
2021
Q3 | $4.35M | Buy |
18,148
+1
| +0% | +$240 | 0.12% | 97 |
|
|
2021
Q2 | $4.31M | Buy |
+18,147
| New | +$4.31M | 0.12% | 110 |
|
|
2020
Q4 | – | Sell |
-1,205
| Closed | -$274K | – | 458 |
|
|
2020
Q3 | $274K | Buy |
1,205
+64
| +6% | +$14.6K | 0.01% | 302 |
|
|
2020
Q2 | $266K | Sell |
1,141
-226
| -17% | -$52.7K | 0.01% | 326 |
|
|
2020
Q1 | $307K | Buy |
1,367
+270
| +25% | +$60.6K | 0.02% | 307 |
|
|
2019
Q4 | $291K | Buy |
1,097
+210
| +24% | +$55.7K | 0.01% | 331 |
|
|
2019
Q3 | $219K | Buy |
+887
| New | +$219K | 0.01% | 330 |
|
|
2019
Q2 | – | Sell |
-827
| Closed | -$202K | – | 325 |
|
|
2019
Q1 | $202K | Buy |
+827
| New | +$202K | 0.02% | 234 |
|
|
2018
Q4 | – | Sell |
-885
| Closed | -$225K | – | 265 |
|
|
2018
Q3 | $225K | Buy |
+885
| New | +$225K | 0.02% | 255 |
|
|
2018
Q2 | – | Sell |
-1,053
| Closed | -$223K | – | 192 |
|
|
2018
Q1 | $223K | Buy |
+1,053
| New | +$223K | 0.02% | 188 |
|