Geneos Wealth Management’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 | $592K | Sell |
3,437
-3,362
| -49% | -$579K | 0.01% | 661 |
|
|
2025
Q1 | $1.68M | Buy |
6,799
+3,161
| +87% | +$779K | 0.02% | 531 |
|
|
2024
Q4 | $825K | Sell |
3,638
-109
| -3% | -$24.7K | 0.03% | 461 |
|
|
2024
Q3 | $903K | Buy |
3,747
+817
| +28% | +$197K | 0.03% | 429 |
|
|
2024
Q2 | $685K | Buy |
2,930
+383
| +15% | +$89.5K | 0.03% | 426 |
|
|
2024
Q1 | $630K | Buy |
2,547
+287
| +13% | +$71K | 0.03% | 439 |
|
|
2023
Q4 | $551K | Sell |
2,260
-309
| -12% | -$75.3K | 0.03% | 464 |
|
|
2023
Q3 | $664K | Buy |
2,569
+126
| +5% | +$32.6K | 0.03% | 406 |
|
|
2023
Q2 | $645K | Buy |
2,443
+342
| +16% | +$90.3K | 0.03% | 412 |
|
|
2023
Q1 | $520K | Sell |
2,101
-281
| -12% | -$69.6K | 0.03% | 433 |
|
|
2022
Q4 | $606K | Sell |
2,382
-91
| -4% | -$23.1K | 0.04% | 382 |
|
|
2022
Q3 | $551K | Sell |
2,473
-664
| -21% | -$148K | 0.04% | 379 |
|
|
2022
Q2 | $789K | Sell |
3,137
-102
| -3% | -$25.7K | 0.04% | 386 |
|
|
2022
Q1 | $840K | Buy |
3,239
+162
| +5% | +$42K | 0.04% | 410 |
|
|
2021
Q4 | $755K | Buy |
3,077
+63
| +2% | +$15.5K | 0.03% | 472 |
|
|
2021
Q3 | $719K | Buy |
3,014
+50
| +2% | +$11.9K | 0.03% | 476 |
|
|
2021
Q2 | $718K | Sell |
2,964
-1,673
| -36% | -$405K | 0.03% | 460 |
|
|
2021
Q1 | $1.13M | Sell |
4,637
-682
| -13% | -$165K | 0.03% | 390 |
|
|
2020
Q4 | $1.27M | Buy |
5,319
+2,340
| +79% | +$558K | 0.05% | 297 |
|
|
2020
Q3 | $651K | Sell |
2,979
-48
| -2% | -$10.5K | 0.03% | 373 |
|
|
2020
Q2 | $689K | Buy |
3,027
+110
| +4% | +$25K | 0.04% | 351 |
|
|
2020
Q1 | $616K | Buy |
2,917
+28
| +1% | +$5.91K | 0.04% | 339 |
|
|
2019
Q4 | $769K | Buy |
2,889
+2
| +0.1% | +$532 | 0.04% | 348 |
|
|
2019
Q3 | $698K | Sell |
2,887
-565
| -16% | -$137K | 0.04% | 344 |
|
|
2019
Q2 | $848K | Buy |
3,452
+8
| +0.2% | +$1.97K | 0.05% | 306 |
|
|
2019
Q1 | $839K | Sell |
3,444
-206
| -6% | -$50.2K | 0.06% | 301 |
|
|
2018
Q4 | $790K | Sell |
3,650
-210
| -5% | -$45.5K | 0.06% | 290 |
|
|
2018
Q3 | $983K | Buy |
3,860
+385
| +11% | +$98K | 0.07% | 258 |
|
|
2018
Q2 | $812K | Sell |
3,475
-46
| -1% | -$10.7K | 0.06% | 256 |
|
|
2018
Q1 | $744K | Buy |
3,521
+989
| +39% | +$209K | 0.07% | 251 |
|
|
2017
Q4 | $528K | Buy |
2,532
+48
| +2% | +$10K | 0.05% | 306 |
|
|
2017
Q3 | $474K | Buy |
2,484
+29
| +1% | +$5.53K | 0.05% | 309 |
|
|
2017
Q2 | $467K | Buy |
2,455
+40
| +2% | +$7.61K | 0.05% | 306 |
|
|
2017
Q1 | $432K | Buy |
2,415
+403
| +20% | +$72.1K | 0.04% | 307 |
|
|
2016
Q4 | $325K | Sell |
2,012
-391
| -16% | -$63.2K | 0.04% | 348 |
|
|
2016
Q3 | $421K | Buy |
2,403
+3
| +0.1% | +$526 | 0.06% | 279 |
|
|
2016
Q2 | $397K | Sell |
2,400
-47
| -2% | -$7.78K | 0.06% | 292 |
|
|
2016
Q1 | $366K | Buy |
+2,447
| New | +$366K | 0.06% | 296 |
|