GeoWealth 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
$315K Buy
1,831
+389
+27% +$67K 0.01% 532
2025
Q1
$330K Sell
1,442
-486
-25% -$111K 0.01% 522
2024
Q4
$437K Buy
1,928
+889
+86% +$202K 0.01% 500
2024
Q3
$250K Buy
1,039
+11
+1% +$2.65K 0.01% 650
2024
Q2
$240K Buy
1,028
+202
+24% +$47.2K 0.01% 636
2024
Q1
$204K Buy
826
+359
+77% +$88.8K 0.01% 684
2023
Q4
$114K Sell
467
-4,246
-90% -$1.04M 0.01% 574
2023
Q3
$1.22M Buy
4,713
+4,699
+33,564% +$1.21M 0.14% 129
2023
Q2
$3K Buy
+14
New +$3K ﹤0.01% 419