Kingswood 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 | – | Sell |
-1,123
| Closed | -$257K | – | 750 |
|
|
2025
Q1 | $257K | Sell |
1,123
-26
| -2% | -$5.96K | 0.02% | 597 |
|
|
2024
Q4 | $261K | Sell |
1,149
-1,166
| -50% | -$265K | 0.02% | 654 |
|
|
2024
Q3 | $558K | Buy |
2,315
+601
| +35% | +$145K | 0.04% | 431 |
|
|
2024
Q2 | $401K | Buy |
1,714
+789
| +85% | +$184K | 0.04% | 440 |
|
|
2024
Q1 | $229K | Buy |
+925
| New | +$229K | 0.03% | 551 |
|