HWA
Heritage Wealth Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Hold |
317
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $72.5K | Sell |
317
-90
| -22% | -$20.6K | ﹤0.01% | 272 |
|
|
2024
Q4 | $92.2K | Hold |
407
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $98K | Hold |
407
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $95K | Hold |
407
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $101K | Sell |
407
-400
| -50% | -$98.9K | ﹤0.01% | 261 |
|
|
2023
Q4 | $197K | Hold |
807
| – | – | 0.01% | 214 |
|
|
2023
Q3 | $209K | Hold |
807
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $213K | Hold |
807
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $200K | Hold |
807
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $205K | Hold |
807
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $180K | Hold |
807
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $199K | Buy |
807
+705
| +691% | +$174K | 0.01% | 198 |
|
|
2022
Q1 | $27K | Hold |
102
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $26K | Hold |
102
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $25K | Hold |
102
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $24.7K | Hold |
102
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $24.7K | Hold |
102
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $25K | Hold |
102
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $23.6K | Hold |
102
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $24.3K | Hold |
102
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $23.3K | Sell |
102
-6
| -6% | -$1.37K | ﹤0.01% | 305 |
|
|
2019
Q4 | $29.3K | Buy |
108
+7
| +7% | +$1.9K | ﹤0.01% | 346 |
|
|
2019
Q3 | $25K | Sell |
101
-1
| -1% | -$248 | ﹤0.01% | 331 |
|
|
2019
Q2 | $25.6K | Hold |
102
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $25.4K | Buy |
102
+1
| +1% | +$249 | ﹤0.01% | 282 |
|
|
2018
Q4 | $22K | Hold |
101
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $26K | Buy |
+101
| New | +$26K | 0.01% | 247 |
|
|
2016
Q3 | – | Sell |
-2,470
| Closed | -$419K | – | 87 |
|
|
2016
Q2 | $419K | Hold |
2,470
| – | – | 0.28% | 48 |
|
|
2016
Q1 | $375K | Hold |
2,470
| – | – | 0.29% | 47 |
|
|
2015
Q4 | $379K | Hold |
2,470
| – | – | 0.32% | 48 |
|
|
2015
Q3 | $328K | Hold |
2,470
| – | – | 0.28% | 52 |
|
|
2015
Q2 | $350K | Hold |
2,470
| – | – | 0.29% | 62 |
|
|
2015
Q1 | $354K | Buy |
2,470
+120
| +5% | +$17.2K | 0.29% | 63 |
|
|
2014
Q4 | $326K | Buy |
+2,350
| New | +$326K | 0.29% | 67 |
|