KCFA
Key Client Fiduciary Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
1,407
-150
| -10% | -$25.8K | 0.1% | 170 |
|
|
2025
Q1 | $357K | Hold |
1,557
| – | – | 0.16% | 131 |
|
|
2024
Q4 | $353K | Hold |
1,557
| – | – | 0.16% | 131 |
|
|
2024
Q3 | $375K | Hold |
1,557
| – | – | 0.17% | 124 |
|
|
2024
Q2 | $364K | Sell |
1,557
-158
| -9% | -$36.9K | 0.18% | 121 |
|
|
2024
Q1 | $424K | Buy |
1,715
+43
| +3% | +$10.6K | 0.23% | 112 |
|
|
2023
Q4 | $408K | Sell |
1,672
-120
| -7% | -$29.3K | 0.24% | 107 |
|
|
2023
Q3 | $463K | Hold |
1,792
| – | – | 0.28% | 85 |
|
|
2023
Q2 | $473K | Hold |
1,792
| – | – | 0.28% | 84 |
|
|
2023
Q1 | $444K | Buy |
1,792
+28
| +2% | +$6.93K | 0.28% | 81 |
|
|
2022
Q4 | $449K | Buy |
1,764
+248
| +16% | +$63.1K | 0.3% | 75 |
|
|
2022
Q3 | $338K | Sell |
1,516
-13
| -0.9% | -$2.9K | 0.31% | 69 |
|
|
2022
Q2 | $377K | Buy |
1,529
+13
| +0.9% | +$3.21K | 0.37% | 65 |
|
|
2022
Q1 | $403K | Buy |
1,516
+3
| +0.2% | +$797 | 0.32% | 71 |
|
|
2021
Q4 | $380K | Buy |
+1,513
| New | +$380K | 0.31% | 76 |
|