Evernest Financial Advisors’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
-1,157
Closed -$279K 164
2024
Q3
$279K Sell
1,157
-34
-3% -$8.2K 0.08% 135
2024
Q2
$278K Sell
1,191
-96
-7% -$22.4K 0.12% 113
2024
Q1
$301K Sell
1,287
-376
-23% -$88K 0.14% 105
2023
Q4
$405K Buy
+1,663
New +$405K 0.21% 97
2021
Q4
$290K Buy
+1,221
New +$290K 0.15% 104