Jeppson 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 | $216K | Buy |
+1,256
| New | +$216K | 0.07% | 197 |
|
|
2024
Q4 | – | Sell |
-968
| Closed | -$233K | – | 201 |
|
|
2024
Q3 | $233K | Hold |
968
| – | – | 0.08% | 180 |
|
|
2024
Q2 | $226K | Sell |
968
-17
| -2% | -$3.97K | 0.09% | 179 |
|
|
2024
Q1 | $244K | Sell |
985
-10
| -1% | -$2.47K | 0.09% | 176 |
|
|
2023
Q4 | $243K | Sell |
995
-33
| -3% | -$8.05K | 0.1% | 172 |
|
|
2023
Q3 | $266K | Buy |
1,028
+40
| +4% | +$10.3K | 0.12% | 152 |
|
|
2023
Q2 | $261K | Sell |
988
-10
| -1% | -$2.64K | 0.11% | 159 |
|
|
2023
Q1 | $247K | Sell |
998
-50
| -5% | -$12.4K | 0.11% | 170 |
|
|
2022
Q4 | $267K | Sell |
1,048
-40
| -4% | -$10.2K | 0.11% | 161 |
|
|
2022
Q3 | $242K | Buy |
1,088
+213
| +24% | +$47.4K | 0.11% | 163 |
|
|
2022
Q2 | $216K | Sell |
875
-1
| -0.1% | -$247 | 0.09% | 172 |
|
|
2022
Q1 | $227K | Hold |
876
| – | – | 0.11% | 155 |
|
|
2021
Q4 | $215K | Sell |
876
-9
| -1% | -$2.21K | 0.1% | 144 |
|
|
2021
Q3 | $212K | Hold |
885
| – | – | 0.11% | 142 |
|
|
2021
Q2 | $209K | Sell |
885
-5
| -0.6% | -$1.18K | 0.11% | 141 |
|
|
2021
Q1 | $211K | Hold |
890
| – | – | 0.13% | 130 |
|
|
2020
Q4 | $217K | Sell |
890
-92
| -9% | -$22.4K | 0.14% | 125 |
|
|
2020
Q3 | $223K | Buy |
+982
| New | +$223K | 0.17% | 105 |
|