JFS Wealth Advisors’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 | $20.5K | Sell |
119
-26
| -18% | -$4.48K | ﹤0.01% | 653 |
|
|
2025
Q1 | $33.2K | Sell |
145
-49
| -25% | -$11.2K | ﹤0.01% | 548 |
|
|
2024
Q4 | $44K | Buy |
194
+24
| +14% | +$5.45K | ﹤0.01% | 486 |
|
|
2024
Q3 | $41K | Sell |
170
-2
| -1% | -$482 | ﹤0.01% | 504 |
|
|
2024
Q2 | $40.2K | Buy |
172
+4
| +2% | +$935 | ﹤0.01% | 459 |
|
|
2024
Q1 | $41.6K | Sell |
168
-7
| -4% | -$1.73K | ﹤0.01% | 462 |
|
|
2023
Q4 | $42.7K | Sell |
175
-41
| -19% | -$10K | ﹤0.01% | 433 |
|
|
2023
Q3 | $55.8K | Buy |
216
+14
| +7% | +$3.62K | 0.01% | 362 |
|
|
2023
Q2 | $53.3K | Buy |
202
+6
| +3% | +$1.58K | ﹤0.01% | 364 |
|
|
2023
Q1 | $48.5K | Sell |
196
-7
| -3% | -$1.73K | ﹤0.01% | 377 |
|
|
2022
Q4 | $51.6K | Sell |
203
-5
| -2% | -$1.27K | 0.01% | 360 |
|
|
2022
Q3 | $46K | Sell |
208
-6
| -3% | -$1.33K | 0.01% | 391 |
|
|
2022
Q2 | $53K | Sell |
214
-22
| -9% | -$5.45K | 0.01% | 389 |
|
|
2022
Q1 | $61K | Buy |
236
+56
| +31% | +$14.5K | 0.01% | 379 |
|
|
2021
Q4 | $44K | Buy |
180
+17
| +10% | +$4.16K | ﹤0.01% | 438 |
|
|
2021
Q3 | $39K | Buy |
163
+51
| +46% | +$12.2K | ﹤0.01% | 450 |
|
|
2021
Q2 | $27K | Hold |
112
| – | – | ﹤0.01% | 336 |
|
|
2021
Q1 | $27K | Buy |
112
+32
| +40% | +$7.71K | 0.01% | 308 |
|
|
2020
Q4 | $20K | Buy |
80
+21
| +36% | +$5.25K | ﹤0.01% | 328 |
|
|
2020
Q3 | $13K | Hold |
59
| – | – | ﹤0.01% | 364 |
|
|
2020
Q2 | $14K | Hold |
59
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $13K | Sell |
59
-4
| -6% | -$881 | ﹤0.01% | 313 |
|
|
2019
Q4 | $17K | Hold |
63
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $15K | Buy |
63
+4
| +7% | +$952 | ﹤0.01% | 325 |
|
|
2019
Q2 | $15K | Hold |
59
| – | – | ﹤0.01% | 330 |
|
|
2019
Q1 | $14K | Hold |
59
| – | – | ﹤0.01% | 328 |
|
|
2018
Q4 | $13K | Hold |
59
| – | – | ﹤0.01% | 320 |
|
|
2018
Q3 | $15K | Hold |
59
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $14K | Buy |
+59
| New | +$14K | ﹤0.01% | 339 |
|