JGP 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
Sell
-997
Closed -$228K 203
2025
Q1
$228K Buy
997
+1
+0.1% +$229 0.03% 176
2024
Q4
$226K Sell
996
-7
-0.7% -$1.59K 0.03% 172
2024
Q3
$242K Sell
1,003
-416
-29% -$100K 0.03% 164
2024
Q2
$332K Sell
1,419
-477
-25% -$112K 0.05% 140
2024
Q1
$469K Buy
1,896
+1
+0.1% +$248 0.07% 124
2023
Q4
$462K Sell
1,895
-50
-3% -$12.2K 0.07% 119
2023
Q3
$503K Buy
1,945
+21
+1% +$5.43K 0.08% 112
2023
Q2
$508K Sell
1,924
-2
-0.1% -$528 0.08% 112
2023
Q1
$477K Sell
1,926
-30
-2% -$7.43K 0.08% 108
2022
Q4
$497K Sell
1,956
-5
-0.3% -$1.27K 0.09% 106
2022
Q3
$437K Buy
1,961
+19
+1% +$4.23K 0.09% 104
2022
Q2
$478K Sell
1,942
-32
-2% -$7.88K 0.1% 103
2022
Q1
$530K Sell
1,974
-19
-1% -$5.1K 0.1% 103
2021
Q4
$492K Buy
1,993
+4
+0.2% +$987 0.09% 101
2021
Q3
$477K Sell
1,989
-103
-5% -$24.7K 0.1% 99
2021
Q2
$496K Sell
2,092
-15,902
-88% -$3.77M 0.11% 102
2021
Q1
$4.27M Buy
17,994
+268
+2% +$63.6K 0.96% 39
2020
Q4
$4.41M Buy
17,726
+2,704
+18% +$672K 1.02% 38
2020
Q3
$3.45M Buy
15,022
+704
+5% +$162K 0.92% 41
2020
Q2
$3.53M Buy
14,318
+1,278
+10% +$315K 1.04% 38
2020
Q1
$3.18M Buy
13,040
+16
+0.1% +$3.9K 1.13% 37
2019
Q4
$3.47M Buy
13,024
+1,503
+13% +$401K 1.03% 45
2019
Q3
$2.79M Buy
11,521
+249
+2% +$60.2K 0.97% 45
2019
Q2
$2.77M Buy
11,272
+335
+3% +$82.4K 0.98% 46
2019
Q1
$2.67M Buy
10,937
+106
+1% +$25.8K 1.01% 47
2018
Q4
$2.38M Buy
10,831
+150
+1% +$33K 0.98% 46
2018
Q3
$2.72M Buy
10,681
+26
+0.2% +$6.62K 1.09% 43
2018
Q2
$2.49M Buy
+10,655
New +$2.49M 1.04% 48