Fermata 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 | – | Sell |
-880
| Closed | -$202K | – | 233 |
|
|
2025
Q1 | $202K | Buy |
+880
| New | +$202K | 0.04% | 272 |
|
|
2024
Q2 | – | Sell |
-1,238
| Closed | -$306K | – | 230 |
|
|
2024
Q1 | $306K | Buy |
1,238
+133
| +12% | +$32.9K | 0.07% | 162 |
|
|
2023
Q4 | $270K | Buy |
1,105
+236
| +27% | +$57.6K | 0.06% | 144 |
|
|
2023
Q3 | $225K | Buy |
+869
| New | +$225K | 0.06% | 141 |
|