Guardian Wealth Advisors (Minnesota)’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-832
| Closed | -$201K | – | 76 |
|
|
2024
Q3 | $201K | Buy |
+832
| New | +$201K | 0.12% | 81 |
|
|
2024
Q2 | – | Sell |
-867
| Closed | -$214K | – | 81 |
|
|
2024
Q1 | $214K | Sell |
867
-9
| -1% | -$2.23K | 0.14% | 74 |
|
|
2023
Q4 | $214K | Buy |
876
+7
| +0.8% | +$1.71K | 0.15% | 73 |
|
|
2023
Q3 | $225K | Sell |
869
-57
| -6% | -$14.7K | 0.17% | 62 |
|
|
2023
Q2 | $244K | Sell |
926
-10
| -1% | -$2.64K | 0.18% | 62 |
|
|
2023
Q1 | $232K | Buy |
936
+77
| +9% | +$19.1K | 0.18% | 64 |
|
|
2022
Q4 | $218K | Buy |
+859
| New | +$218K | 0.19% | 61 |
|
|
2022
Q3 | – | Sell |
-846
| Closed | -$208K | – | 60 |
|
|
2022
Q2 | $208K | Sell |
846
-19
| -2% | -$4.67K | 0.19% | 62 |
|
|
2022
Q1 | $224K | Sell |
865
-1
| -0.1% | -$259 | 0.18% | 61 |
|
|
2021
Q4 | $213K | Buy |
866
+7
| +0.8% | +$1.72K | 0.17% | 63 |
|
|
2021
Q3 | $206K | Buy |
859
+2
| +0.2% | +$480 | 0.18% | 61 |
|
|
2021
Q2 | $203K | Sell |
857
-3
| -0.3% | -$711 | 0.18% | 66 |
|
|
2021
Q1 | $204K | Sell |
860
-4
| -0.5% | -$949 | 0.19% | 63 |
|
|
2020
Q4 | $211K | Buy |
+864
| New | +$211K | 0.21% | 62 |
|