Holistic Financial Partners’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-931
Closed -$230K 122
2024
Q1
$230K Buy
931
+106
+13% +$26.2K 0.12% 108
2023
Q4
$201K Buy
+825
New +$201K 0.12% 114