Integrated Wealth Concepts’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
$1.36M Buy
7,919
+2,596
+49% +$447K 0.01% 770
2025
Q1
$1.22M Buy
5,323
+350
+7% +$80.2K 0.01% 746
2024
Q4
$1.13M Buy
4,973
+243
+5% +$55.1K 0.01% 761
2024
Q3
$1.14M Buy
4,730
+2,031
+75% +$490K 0.01% 743
2024
Q2
$631K Sell
2,699
-132
-5% -$30.9K 0.01% 953
2024
Q1
$700K Sell
2,831
-844
-23% -$209K 0.01% 909
2023
Q4
$896K Sell
3,675
-160
-4% -$39K 0.01% 766
2023
Q3
$991K Sell
3,835
-33
-0.9% -$8.53K 0.02% 697
2023
Q2
$1.02M Buy
3,868
+176
+5% +$46.5K 0.02% 672
2023
Q1
$914K Buy
3,692
+498
+16% +$123K 0.02% 648
2022
Q4
$812K Sell
3,194
-91
-3% -$23.1K 0.02% 517
2022
Q3
$732K Sell
3,285
-26
-0.8% -$5.79K 0.02% 487
2022
Q2
$816K Sell
3,311
-121
-4% -$29.8K 0.03% 465
2022
Q1
$891K Buy
3,432
+12
+0.4% +$3.12K 0.03% 423
2021
Q4
$839K Buy
3,420
+43
+1% +$10.5K 0.02% 477
2021
Q3
$810K Buy
3,377
+846
+33% +$203K 0.03% 454
2021
Q2
$600K Buy
2,531
+67
+3% +$15.9K 0.02% 491
2021
Q1
$585K Buy
2,464
+1,496
+155% +$355K 0.02% 440
2020
Q4
$236K Sell
968
-7
-0.7% -$1.71K 0.01% 559
2020
Q3
$221K Buy
975
+64
+7% +$14.5K 0.01% 523
2020
Q2
$213K Buy
+911
New +$213K 0.02% 473