Independent Solutions Wealth Management’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
1,320
-94
| -7% | -$16.2K | 0.04% | 169 |
|
|
2025
Q1 | $324K | Sell |
1,414
-125
| -8% | -$28.6K | 0.07% | 144 |
|
|
2024
Q4 | $349K | Sell |
1,539
-241
| -14% | -$54.7K | 0.08% | 134 |
|
|
2024
Q3 | $429K | Sell |
1,780
-170
| -9% | -$41K | 0.1% | 123 |
|
|
2024
Q2 | $456K | Sell |
1,950
-246
| -11% | -$57.5K | 0.1% | 121 |
|
|
2024
Q1 | $543K | Hold |
2,196
| – | – | 0.13% | 114 |
|
|
2023
Q4 | $535K | Sell |
2,196
-4
| -0.2% | -$975 | 0.14% | 117 |
|
|
2023
Q3 | $569K | Sell |
2,200
-162
| -7% | -$41.9K | 0.15% | 117 |
|
|
2023
Q2 | $624K | Sell |
2,362
-16
| -0.7% | -$4.22K | 0.16% | 113 |
|
|
2023
Q1 | $589K | Sell |
2,378
-41
| -2% | -$10.1K | 0.17% | 109 |
|
|
2022
Q4 | $615K | Sell |
2,419
-15
| -0.6% | -$3.82K | 0.19% | 105 |
|
|
2022
Q3 | $542K | Sell |
2,434
-65
| -3% | -$14.5K | 0.18% | 108 |
|
|
2022
Q2 | $616K | Sell |
2,499
-51
| -2% | -$12.6K | 0.19% | 102 |
|
|
2022
Q1 | $662K | Sell |
2,550
-181
| -7% | -$47K | 0.16% | 110 |
|
|
2021
Q4 | $670K | Sell |
2,731
-162
| -6% | -$39.7K | 0.16% | 115 |
|
|
2021
Q3 | $694K | Sell |
2,893
-48
| -2% | -$11.5K | 0.17% | 116 |
|
|
2021
Q2 | $698K | Sell |
2,941
-214
| -7% | -$50.8K | 0.17% | 113 |
|
|
2021
Q1 | $748K | Buy |
3,155
+936
| +42% | +$222K | 0.21% | 91 |
|
|
2020
Q4 | $542K | Buy |
2,219
+3
| +0.1% | +$732 | 0.17% | 105 |
|
|
2020
Q3 | $503K | Buy |
2,216
+139
| +7% | +$31.6K | 0.19% | 94 |
|
|
2020
Q2 | $485K | Buy |
2,077
+182
| +10% | +$42.5K | 0.21% | 92 |
|
|
2020
Q1 | $425K | Buy |
1,895
+207
| +12% | +$46.4K | 0.23% | 77 |
|
|
2019
Q4 | $448K | Buy |
+1,688
| New | +$448K | 0.2% | 98 |
|