Heron Financial Group’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $271K | Sell |
1,027
-3
| -0.3% | -$792 | 0.15% | 118 |
|
|
2023
Q1 | $255K | Hold |
1,030
| – | – | 0.14% | 119 |
|
|
2022
Q4 | $263K | Hold |
1,030
| – | – | 0.18% | 103 |
|
|
2022
Q3 | $230K | Sell |
1,030
-81
| -7% | -$18.1K | 0.14% | 118 |
|
|
2022
Q2 | $274K | Sell |
1,111
-61
| -5% | -$15K | 0.17% | 113 |
|
|
2022
Q1 | $304K | Buy |
1,172
+12
| +1% | +$3.11K | 0.16% | 114 |
|
|
2021
Q4 | $287K | Buy |
1,160
+127
| +12% | +$31.4K | 0.15% | 114 |
|
|
2021
Q3 | $248K | Buy |
1,033
+54
| +6% | +$13K | 0.14% | 125 |
|
|
2021
Q2 | $232K | Hold |
979
| – | – | 0.13% | 127 |
|
|
2021
Q1 | $231K | Hold |
979
| – | – | 0.14% | 126 |
|
|
2020
Q4 | $242K | Sell |
979
-86
| -8% | -$21.3K | 0.17% | 117 |
|
|
2020
Q3 | $247K | Sell |
1,065
-222
| -17% | -$51.5K | 0.2% | 104 |
|
|
2020
Q2 | $323K | Sell |
1,287
-43
| -3% | -$10.8K | 0.29% | 81 |
|
|
2020
Q1 | $324K | Sell |
1,330
-199
| -13% | -$48.5K | 0.33% | 74 |
|
|
2019
Q4 | $383K | Buy |
+1,529
| New | +$383K | 0.32% | 79 |
|