Everhart Financial Group’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-987
| Closed | -$238K | – | 313 |
|
|
2024
Q3 | $238K | Buy |
987
+23
| +2% | +$5.55K | 0.05% | 294 |
|
|
2024
Q2 | $225K | Buy |
+964
| New | +$225K | 0.06% | 271 |
|
|
2023
Q4 | – | Sell |
-907
| Closed | -$234K | – | 242 |
|
|
2023
Q3 | $234K | Buy |
+907
| New | +$234K | 0.1% | 184 |
|
|
2022
Q4 | – | Sell |
-1,090
| Closed | -$243K | – | 189 |
|
|
2022
Q3 | $243K | Sell |
1,090
-69
| -6% | -$15.4K | 0.13% | 155 |
|
|
2022
Q2 | $286K | Buy |
+1,159
| New | +$286K | 0.17% | 123 |
|