Glassman Wealth Services’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-831
| Closed | -$203K | – | 387 |
|
|
2023
Q4 | $203K | Buy |
831
+27
| +3% | +$6.66K | 0.03% | 183 |
|
|
2023
Q3 | $208K | Buy |
804
+5
| +0.6% | +$1.35K | 0.03% | 164 |
|
|
2023
Q2 | $211K | Buy |
799
+25
| +3% | +$6.35K | 0.03% | 166 |
|
|
2023
Q1 | $192K | Buy |
774
+43
| +6% | +$10.5K | 0.03% | 174 |
|
|
2022
Q4 | $186K | Sell |
731
-162
| -18% | -$38.2K | 0.03% | 185 |
|
|
2022
Q3 | $199K | Buy |
893
+28
| +3% | +$6.97K | 0.04% | 152 |
|
|
2022
Q2 | $213K | Buy |
865
+29
| +3% | +$7.36K | 0.04% | 149 |
|
|
2022
Q1 | $217K | Buy |
836
+59
| +8% | +$15.2K | 0.04% | 159 |
|
|
2021
Q4 | $191K | Sell |
777
-2
| -0.3% | -$479 | 0.04% | 163 |
|
|
2021
Q3 | $187K | Buy |
779
+25
| +3% | +$6.13K | 0.04% | 160 |
|
|
2021
Q2 | $179K | Buy |
754
+18
| +2% | +$4.32K | 0.04% | 153 |
|
|
2021
Q1 | $175K | Buy |
736
+8
| +1% | +$1.96K | 0.04% | 157 |
|
|
2020
Q4 | $178K | Buy |
728
+23
| +3% | +$5.36K | 0.04% | 152 |
|
|
2020
Q3 | $160K | Sell |
705
-20
| -3% | -$4.91K | 0.04% | 140 |
|
|
2020
Q2 | $169K | Sell |
725
-8
| -1% | -$1.93K | 0.05% | 119 |
|
|
2020
Q1 | $164K | Sell |
733
-13
| -2% | -$3.21K | 0.06% | 111 |
|
|
2019
Q4 | $198K | Buy |
746
+6
| +0.8% | +$1.5K | 0.08% | 119 |
|
|
2019
Q3 | $183K | Sell |
740
-24
| -3% | -$5.92K | 0.07% | 111 |
|
|
2019
Q2 | $188K | Sell |
764
-11
| -1% | -$2.56K | 0.08% | 110 |
|
|
2019
Q1 | $189K | Buy |
775
+38
| +5% | +$8.98K | 0.08% | 111 |
|
|
2018
Q4 | $162K | Buy |
737
+3
| +0.4% | +$696 | 0.09% | 111 |
|
|
2018
Q3 | $187K | Sell |
734
-2
| -0.3% | -$493 | 0.09% | 111 |
|
|
2018
Q2 | $172K | Buy |
736
+4
| +0.5% | +$890 | 0.09% | 100 |
|
|
2018
Q1 | $155K | Buy |
732
+5
| +0.7% | +$1.09K | 0.1% | 95 |
|
|
2017
Q4 | $152K | Sell |
727
-92
| -11% | -$19.3K | 0.09% | 91 |
|
|
2017
Q3 | $157K | Hold |
819
| – | – | 0.1% | 91 |
|
|
2017
Q2 | $156K | Hold |
819
| – | – | 0.1% | 91 |
|
|
2017
Q1 | $147K | Sell |
819
-56
| -6% | -$9.76K | 0.1% | 97 |
|
|
2016
Q4 | $141K | Buy |
875
+6
| +0.7% | +$996 | 0.1% | 113 |
|
|
2016
Q3 | $152K | Sell |
869
-59
| -6% | -$10.1K | 0.13% | 81 |
|
|
2016
Q2 | $153K | Hold |
928
| – | – | 0.13% | 75 |
|
|
2016
Q1 | $137K | Hold |
928
| – | – | 0.12% | 88 |
|
|
2015
Q4 | $139K | Hold |
928
| – | – | 0.13% | 97 |
|
|
2015
Q3 | $120K | Sell |
928
-97
| -9% | -$13.5K | 0.11% | 101 |
|
|
2015
Q2 | $142K | Hold |
1,025
| – | – | 0.11% | 92 |
|
|
2015
Q1 | $144K | Hold |
1,025
| – | – | 0.12% | 89 |
|
|
2014
Q4 | $139K | Buy |
+1,025
| New | +$131K | 0.1% | 99 |
|
Other funds holding BDX
Glassman Wealth Services's BDX Position: Q1 2024 in Review
Glassman Wealth Services sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 831 shares — an estimated $203K sold.
Glassman Wealth Services first reported a position in BDX in Q4 2014 and held it in 37 quarters. The position peaked at $217K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.
- Glassman Wealth Services reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 831 Becton Dickinson shares in Q1 2024, an estimated $203K.
- Glassman Wealth Services first reported a position in Becton Dickinson in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Becton Dickinson position peaked at $217K in Q1 2022.
- 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.