EverSource 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
$605K Buy
3,515
+2,563
+269% +$441K 0.03% 394
2025
Q1
$218K Sell
952
-310
-25% -$71K 0.01% 632
2024
Q4
$286K Buy
1,262
+491
+64% +$111K 0.02% 521
2024
Q3
$186K Sell
771
-1
-0.1% -$241 0.01% 583
2024
Q2
$186K Sell
772
-11
-1% -$2.65K 0.01% 583
2024
Q1
$184K Buy
783
+4
+0.5% +$939 0.01% 517
2023
Q4
$190K Sell
779
-3,669
-82% -$895K 0.02% 440
2023
Q3
$1.15M Buy
4,448
+19
+0.4% +$4.91K 0.12% 145
2023
Q2
$1.17M Buy
4,429
+4,139
+1,427% +$1.09M 0.13% 145
2023
Q1
$72K Sell
290
-29
-9% -$7.2K 0.01% 659
2022
Q4
$81.2K Sell
319
-91
-22% -$23.2K 0.01% 575
2022
Q3
$92K Buy
410
+156
+61% +$35K 0.02% 448
2022
Q2
$63K Sell
254
-6
-2% -$1.49K 0.02% 537
2022
Q1
$68K Buy
260
+107
+70% +$28K 0.02% 412
2021
Q4
$38K Buy
+153
New +$38K 0.01% 475