Geller 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 | $274K | Sell |
1,206
-130
| -10% | -$29.5K | 0.02% | 213 |
|
|
2024
Q3 | $322K | Sell |
1,336
-279
| -17% | -$67.3K | 0.02% | 194 |
|
|
2024
Q2 | $377K | Buy |
1,615
+68
| +4% | +$15.9K | 0.03% | 179 |
|
|
2024
Q1 | $383K | Sell |
1,547
-198
| -11% | -$49K | 0.03% | 181 |
|
|
2023
Q4 | $425K | Sell |
1,745
-8
| -0.5% | -$1.95K | 0.04% | 155 |
|
|
2023
Q3 | $453K | Buy |
1,753
+911
| +108% | +$236K | 0.05% | 127 |
|
|
2023
Q2 | $222K | Buy |
+842
| New | +$222K | 0.03% | 232 |
|
|
2023
Q1 | – | Sell |
-997
| Closed | -$254K | – | 180 |
|
|
2022
Q4 | $254K | Buy |
+997
| New | +$254K | 0.04% | 114 |
|
|
2021
Q1 | – | Sell |
-441
| Closed | -$203K | – | 124 |
|
|
2020
Q4 | $203K | Buy |
+441
| New | +$203K | 0.05% | 115 |
|