Heritage Wealth Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9K | Sell |
114
-153
| -57% | -$28.1K | ﹤0.01% | 450 |
|
|
2025
Q4 | $51.7K | Hold |
267
| – | – | ﹤0.01% | 319 |
|
|
2025
Q3 | $49.9K | Sell |
267
-50
| -16% | -$9.29K | ﹤0.01% | 300 |
|
|
2025
Q2 | $54.5K | Hold |
317
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $72.5K | Sell |
317
-90
| -22% | -$20.9K | ﹤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% | -$95.8K | ﹤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
+702
| +669% | +$178K | 0.01% | 198 |
|
|
2022
Q1 | $27K | Hold |
105
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $26K | Hold |
105
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $25K | Hold |
105
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $24.7K | Hold |
105
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $24.7K | Hold |
105
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $25K | Hold |
105
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $23.6K | Hold |
105
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $24.3K | Hold |
105
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $23.3K | Sell |
105
-6
| -5% | -$1.48K | ﹤0.01% | 305 |
|
|
2019
Q4 | $29.3K | Buy |
111
+7
| +7% | +$1.75K | ﹤0.01% | 346 |
|
|
2019
Q3 | $25K | Sell |
104
-1
| -1% | -$247 | ﹤0.01% | 331 |
|
|
2019
Q2 | $25.6K | Hold |
105
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $25.4K | Buy |
105
+1
| +1% | +$236 | ﹤0.01% | 282 |
|
|
2018
Q4 | $22K | Hold |
104
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $26K | Buy |
+104
| New | +$25.6K | 0.01% | 247 |
|
|
2016
Q3 | – | Sell |
-2,532
| Closed | -$419K | – | 87 |
|
|
2016
Q2 | $419K | Hold |
2,532
| – | – | 0.28% | 48 |
|
|
2016
Q1 | $375K | Hold |
2,532
| – | – | 0.29% | 47 |
|
|
2015
Q4 | $379K | Hold |
2,532
| – | – | 0.32% | 48 |
|
|
2015
Q3 | $328K | Hold |
2,532
| – | – | 0.28% | 52 |
|
|
2015
Q2 | $350K | Hold |
2,532
| – | – | 0.29% | 62 |
|
|
2015
Q1 | $354K | Buy |
2,532
+123
| +5% | +$17.2K | 0.29% | 63 |
|
|
2014
Q4 | $326K | Buy |
+2,409
| New | +$308K | 0.29% | 67 |
|
Other funds holding BDX
VCM
VPM
Heritage Wealth Advisors's BDX Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Becton Dickinson (BDX) stake by 57% in Q1 2026, selling an estimated $28.1K and leaving 114 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #450.
Heritage Wealth Advisors first reported a position in BDX in Q4 2014 and has held it in 38 quarters since. The position peaked at $419K in Q2 2016. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.
- Heritage Wealth Advisors held 114 shares of Becton Dickinson worth $17.9K as of Q1 2026.
- Heritage Wealth Advisors sold 153 Becton Dickinson shares in Q1 2026, an estimated $28.1K.
- Becton Dickinson made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #450 holding.
- Heritage Wealth Advisors first reported a position in Becton Dickinson in Q4 2014 and has held it in 38 quarters since.
- Heritage Wealth Advisors's Becton Dickinson position peaked at $419K in Q2 2016.
- 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.