FRG Family 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 | $2.37M | Sell |
13,777
-275
| -2% | -$47.4K | 0.41% | 46 |
|
|
2025
Q1 | $3.22M | Sell |
14,052
-70
| -0.5% | -$16K | 0.62% | 39 |
|
|
2024
Q4 | $3.2M | Sell |
14,122
-155
| -1% | -$35.2K | 0.58% | 37 |
|
|
2024
Q3 | $3.44M | Sell |
14,277
-300
| -2% | -$72.3K | 0.62% | 37 |
|
|
2024
Q2 | $3.43M | Buy |
14,577
+795
| +6% | +$187K | 0.66% | 35 |
|
|
2024
Q1 | $3.23M | Sell |
13,782
-85
| -0.6% | -$19.9K | 0.63% | 35 |
|
|
2023
Q4 | $3.38M | Sell |
13,867
-1,380
| -9% | -$336K | 0.69% | 34 |
|
|
2023
Q3 | $3.94M | Sell |
15,247
-50
| -0.3% | -$12.9K | 0.89% | 30 |
|
|
2023
Q2 | $4.04M | Buy |
15,297
+50
| +0.3% | +$13.2K | 0.88% | 29 |
|
|
2023
Q1 | $3.77M | Sell |
15,247
-285
| -2% | -$70.5K | 0.86% | 32 |
|
|
2022
Q4 | $3.95M | Sell |
15,532
-300
| -2% | -$76.3K | 0.94% | 31 |
|
|
2022
Q3 | $3.53M | Hold |
15,832
| – | – | 0.87% | 30 |
|
|
2022
Q2 | $3.9M | Sell |
15,832
-396
| -2% | -$97.6K | 0.9% | 32 |
|
|
2022
Q1 | $4.21M | Sell |
16,228
-103
| -0.6% | -$26.7K | 0.82% | 32 |
|
|
2021
Q4 | $4.01M | Sell |
16,331
-1,339
| -8% | -$329K | 0.75% | 32 |
|
|
2021
Q3 | $4.24M | Sell |
17,670
-1,476
| -8% | -$354K | 0.83% | 30 |
|
|
2021
Q2 | $4.54M | Sell |
19,146
-2,291
| -11% | -$544K | 0.86% | 30 |
|
|
2021
Q1 | $5.09M | Hold |
21,437
| – | – | 1.04% | 27 |
|
|
2020
Q4 | $5.23M | Hold |
21,437
| – | – | 1.14% | 26 |
|
|
2020
Q3 | $4.87M | Hold |
21,437
| – | – | 1.18% | 24 |
|
|
2020
Q2 | $5M | Sell |
21,437
-102
| -0.5% | -$23.8K | 1.32% | 21 |
|
|
2020
Q1 | $4.83M | Sell |
21,539
-377
| -2% | -$84.5K | 1.47% | 19 |
|
|
2019
Q4 | $5.82M | Sell |
21,916
-474
| -2% | -$126K | 1.41% | 21 |
|
|
2019
Q3 | $5.53M | Sell |
22,390
-192
| -0.9% | -$47.4K | 1.43% | 21 |
|
|
2019
Q2 | $5.55M | Buy |
22,582
+769
| +4% | +$189K | 1.46% | 18 |
|
|
2019
Q1 | $5.32M | Buy |
21,813
+1,214
| +6% | +$296K | 1.51% | 12 |
|
|
2018
Q4 | $4.53M | Sell |
20,599
-1,466
| -7% | -$322K | 1.48% | 13 |
|
|
2018
Q3 | $5.62M | Sell |
22,065
-77
| -0.3% | -$19.6K | 1.54% | 12 |
|
|
2018
Q2 | $5.18M | Buy |
22,142
+1,168
| +6% | +$273K | 1.55% | 10 |
|
|
2018
Q1 | $4.43M | Sell |
20,974
-66
| -0.3% | -$14K | 1.47% | 15 |
|
|
2017
Q4 | $4.39M | Hold |
21,040
| – | – | 1.42% | 17 |
|
|
2017
Q3 | $4.02M | Sell |
21,040
-349
| -2% | -$66.7K | 1.39% | 16 |
|
|
2017
Q2 | $4.07M | Buy |
21,389
+296
| +1% | +$56.3K | 1.5% | 17 |
|
|
2017
Q1 | $3.78M | Sell |
21,093
-252
| -1% | -$45.2K | 1.47% | 17 |
|
|
2016
Q4 | $3.45M | Sell |
21,345
-378
| -2% | -$61K | 1.44% | 18 |
|
|
2016
Q3 | $3.81M | Sell |
21,723
-118
| -0.5% | -$20.7K | 1.72% | 13 |
|
|
2016
Q2 | $3.61M | Sell |
21,841
-188
| -0.9% | -$31.1K | 1.63% | 14 |
|
|
2016
Q1 | $3.28M | Sell |
22,029
-554
| -2% | -$82.4K | 1.59% | 16 |
|
|
2015
Q4 | $3.4M | Buy |
+22,583
| New | +$3.4M | 1.65% | 13 |
|