GWA
Gratus Wealth Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,184
| Closed | -$271K | – | 133 |
|
|
2025
Q1 | $271K | Sell |
1,184
-20
| -2% | -$4.58K | 0.04% | 112 |
|
|
2024
Q4 | $273K | Hold |
1,204
| – | – | 0.04% | 115 |
|
|
2024
Q3 | $286K | Hold |
1,204
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $278K | Hold |
1,204
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $281K | Hold |
1,204
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $294K | Buy |
+1,204
| New | +$294K | 0.06% | 117 |
|