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 |
|