Institutional & Family Asset Management’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$18.5K Buy
79
+6
+8% +$1.41K ﹤0.01% 345
2024
Q1
$18.1K Sell
73
-31
-30% -$7.42K ﹤0.01% 341
2023
Q4
$25.4K Buy
104
+5
+5% +$1.23K ﹤0.01% 299
2023
Q3
$25.6K Hold
99
﹤0.01% 280
2023
Q2
$26.1K Hold
99
﹤0.01% 282
2023
Q1
$24.5K Hold
99
﹤0.01% 282
2022
Q4
$25.2K Buy
99
+12
+14% +$2.83K ﹤0.01% 283
2022
Q3
$19K Hold
87
﹤0.01% 316
2022
Q2
$21K Sell
87
-4
-4% -$1.02K ﹤0.01% 306
2022
Q1
$24K Buy
91
+9
+11% +$2.32K ﹤0.01% 334
2021
Q4
$20K Buy
82
+17
+26% +$4.07K ﹤0.01% 369
2021
Q3
$15K Hold
65
﹤0.01% 486
2021
Q2
$15K Hold
65
﹤0.01% 517
2021
Q1
$15K Hold
65
﹤0.01% 513
2020
Q4
$16K Hold
65
﹤0.01% 466
2020
Q3
$15K Hold
65
﹤0.01% 429
2020
Q2
$15K Sell
65
-4
-6% -$964 ﹤0.01% 430
2020
Q1
$15K Buy
69
+24
+53% +$5.93K ﹤0.01% 403
2019
Q4
$12K Buy
45
+15
+50% +$3.74K ﹤0.01% 483
2019
Q3
$7K Buy
30
+4
+15% +$987 ﹤0.01% 514
2019
Q2
$6K Hold
26
﹤0.01% 557
2019
Q1
$6K Hold
26
﹤0.01% 569
2018
Q4
$6K Hold
26
﹤0.01% 556
2018
Q3
$7K Hold
26
﹤0.01% 572
2018
Q2
$6K Hold
26
﹤0.01% 588
2018
Q1
$5K Buy
+26
New +$5.69K ﹤0.01% 585

Other funds holding BDX

Institutional & Family Asset Management's BDX Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Becton Dickinson (BDX) stake by 8.2% in Q2 2024, buying an estimated $1.41K and bringing the position to 79 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Institutional & Family Asset Management first reported a position in BDX in Q1 2018 and has held it in 26 quarters since. The position peaked at $26.1K in Q2 2023. 1,585 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Institutional & Family Asset Management held 79 shares of Becton Dickinson worth $18.5K as of Q2 2024.
  • Institutional & Family Asset Management bought 6 Becton Dickinson shares in Q2 2024, an estimated $1.41K.
  • Becton Dickinson made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #345 holding.
  • Institutional & Family Asset Management first reported a position in Becton Dickinson in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Becton Dickinson position peaked at $26.1K in Q2 2023.
  • 1,585 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.