GGM 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
Q1 | $289K | Buy |
1,411
+75
| +6% | +$15.3K | 0.16% | 102 |
|
2024
Q4 | $303K | Sell |
1,336
-311
| -19% | -$70.6K | 0.16% | 107 |
|
2024
Q3 | $397K | Sell |
1,647
-87
| -5% | -$21K | 0.17% | 88 |
|
2024
Q2 | $405K | Buy |
1,734
+100
| +6% | +$23.4K | 0.19% | 86 |
|
2024
Q1 | $402K | Sell |
1,634
-731
| -31% | -$180K | 0.19% | 85 |
|
2023
Q4 | $560K | Buy |
2,365
+530
| +29% | +$125K | 0.23% | 78 |
|
2023
Q3 | $474K | Hold |
1,835
| – | – | 0.21% | 82 |
|
2023
Q2 | $476K | Buy |
+1,835
| New | +$476K | 0.19% | 83 |
|
2023
Q1 | – | Sell |
-1,835
| Closed | -$476K | – | 69 |
|
2022
Q4 | $476K | Hold |
1,835
| – | – | 0.25% | 72 |
|
2022
Q3 | $414K | Hold |
1,835
| – | – | 0.22% | 81 |
|
2022
Q2 | $434K | Sell |
1,835
-46
| -2% | -$10.9K | 0.24% | 78 |
|
2022
Q1 | $483K | Buy |
1,881
+1,025
| +120% | +$263K | 0.24% | 79 |
|
2021
Q4 | $218K | Hold |
856
| – | – | 0.17% | 92 |
|
2021
Q3 | $205K | Hold |
856
| – | – | 0.16% | 91 |
|
2021
Q2 | $207K | Hold |
856
| – | – | 0.18% | 85 |
|
2021
Q1 | $207K | Hold |
856
| – | – | 0.17% | 81 |
|
2020
Q4 | $219K | Buy |
+856
| New | +$219K | 0.22% | 65 |
|