EWM
Evercore Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
3,542
-166
| -4% | -$28.6K | 0.01% | 259 |
|
|
2025
Q1 | $849K | Hold |
3,708
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $841K | Sell |
3,708
-126
| -3% | -$28.6K | 0.01% | 226 |
|
|
2024
Q3 | $924K | Sell |
3,834
-210
| -5% | -$50.6K | 0.01% | 223 |
|
|
2024
Q2 | $945K | Hold |
4,044
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $1M | Sell |
4,044
-16
| -0.4% | -$3.96K | 0.02% | 216 |
|
|
2023
Q4 | $990K | Buy |
4,060
+16
| +0.4% | +$3.9K | 0.02% | 217 |
|
|
2023
Q3 | $1.05M | Hold |
4,044
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $1.07M | Hold |
4,044
| – | – | 0.02% | 212 |
|
|
2023
Q1 | $1M | Sell |
4,044
-21
| -0.5% | -$5.2K | 0.02% | 213 |
|
|
2022
Q4 | $1.03M | Buy |
4,065
+21
| +0.5% | +$5.34K | 0.02% | 209 |
|
|
2022
Q3 | $902K | Sell |
4,044
-879
| -18% | -$196K | 0.02% | 213 |
|
|
2022
Q2 | $1.21M | Sell |
4,923
-1,224
| -20% | -$302K | 0.03% | 187 |
|
|
2022
Q1 | $1.64M | Sell |
6,147
-17
| -0.3% | -$4.52K | 0.03% | 178 |
|
|
2021
Q4 | $1.55M | Sell |
6,164
-74
| -1% | -$18.6K | 0.03% | 183 |
|
|
2021
Q3 | $1.53M | Sell |
6,238
-48
| -0.8% | -$11.8K | 0.03% | 183 |
|
|
2021
Q2 | $1.53M | Sell |
6,286
-200
| -3% | -$48.6K | 0.03% | 188 |
|
|
2021
Q1 | $1.58M | Sell |
6,486
-104
| -2% | -$25.3K | 0.03% | 186 |
|
|
2020
Q4 | $1.65M | Buy |
6,590
+1,579
| +32% | +$395K | 0.04% | 172 |
|
|
2020
Q3 | $1.17M | Buy |
5,011
+62
| +1% | +$14.4K | 0.03% | 182 |
|
|
2020
Q2 | $1.18M | Buy |
4,949
+36
| +0.7% | +$8.61K | 0.03% | 180 |
|
|
2020
Q1 | $1.13M | Sell |
4,913
-146
| -3% | -$33.6K | 0.04% | 170 |
|
|
2019
Q4 | $1.38M | Sell |
5,059
-369
| -7% | -$100K | 0.04% | 186 |
|
|
2019
Q3 | $1.37M | Buy |
5,428
+388
| +8% | +$98.1K | 0.04% | 173 |
|
|
2019
Q2 | $1.27M | Sell |
5,040
-2,662
| -35% | -$671K | 0.04% | 181 |
|
|
2019
Q1 | $1.92M | Buy |
7,702
+37
| +0.5% | +$9.24K | 0.06% | 153 |
|
|
2018
Q4 | $1.73M | Sell |
7,665
-22
| -0.3% | -$4.96K | 0.07% | 141 |
|
|
2018
Q3 | $2.01M | Buy |
7,687
+50
| +0.7% | +$13K | 0.06% | 144 |
|
|
2018
Q2 | $1.83M | Buy |
7,637
+45
| +0.6% | +$10.8K | 0.06% | 150 |
|
|
2018
Q1 | $1.65M | Sell |
7,592
-1,277
| -14% | -$277K | 0.06% | 144 |
|
|
2017
Q4 | $1.9M | Buy |
8,869
+432
| +5% | +$92.5K | 0.07% | 144 |
|
|
2017
Q3 | $1.65M | Hold |
8,437
| – | – | 0.06% | 149 |
|
|
2017
Q2 | $1.65M | Sell |
8,437
-315
| -4% | -$61.5K | 0.06% | 150 |
|
|
2017
Q1 | $1.61M | Sell |
8,752
-320
| -4% | -$58.7K | 0.06% | 152 |
|
|
2016
Q4 | $1.5M | Buy |
9,072
+477
| +6% | +$78.9K | 0.06% | 151 |
|
|
2016
Q3 | $1.55M | Sell |
8,595
-300
| -3% | -$53.9K | 0.06% | 149 |
|
|
2016
Q2 | $1.51M | Buy |
8,895
+201
| +2% | +$34.1K | 0.07% | 146 |
|
|
2016
Q1 | $1.32M | Sell |
8,694
-910
| -9% | -$138K | 0.06% | 153 |
|
|
2015
Q4 | $1.48M | Buy |
9,604
+195
| +2% | +$30.1K | 0.07% | 153 |
|
|
2015
Q3 | $1.25M | Buy |
9,409
+35
| +0.4% | +$4.65K | 0.06% | 164 |
|
|
2015
Q2 | $1.33M | Hold |
9,374
| – | – | 0.06% | 171 |
|
|
2015
Q1 | $1.35M | Buy |
9,374
+284
| +3% | +$40.8K | 0.06% | 167 |
|
|
2014
Q4 | $1.26M | Buy |
9,090
+3,704
| +69% | +$515K | 0.06% | 154 |
|
|
2014
Q3 | $612K | Hold |
5,386
| – | – | 0.03% | 237 |
|
|
2014
Q2 | $637K | Buy |
5,386
+1,126
| +26% | +$133K | 0.03% | 239 |
|
|
2014
Q1 | $498K | Hold |
4,260
| – | – | 0.03% | 260 |
|
|
2013
Q4 | $471K | Sell |
4,260
-64
| -1% | -$7.08K | 0.03% | 267 |
|
|
2013
Q3 | $433K | Buy |
4,324
+434
| +11% | +$43.5K | 0.02% | 293 |
|
|
2013
Q2 | $385K | Buy |
+3,890
| New | +$385K | 0.02% | 316 |
|