LWM
Laidlaw Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,734
| Closed | -$458K | – | 273 |
|
|
2023
Q2 | $458K | Sell |
1,734
-37
| -2% | -$9.77K | 0.09% | 208 |
|
|
2023
Q1 | $438K | Sell |
1,771
-28
| -2% | -$6.93K | 0.09% | 214 |
|
|
2022
Q4 | $458K | Buy |
1,799
+8
| +0.4% | +$2.04K | 0.1% | 207 |
|
|
2022
Q3 | $399K | Sell |
1,791
-2
| -0.1% | -$446 | 0.09% | 200 |
|
|
2022
Q2 | $442K | Sell |
1,793
-295
| -14% | -$72.7K | 0.09% | 211 |
|
|
2022
Q1 | $555K | Sell |
2,088
-158
| -7% | -$42K | 0.09% | 204 |
|
|
2021
Q4 | $565K | Buy |
+2,246
| New | +$565K | 0.09% | 207 |
|
|
2021
Q3 | – | Sell |
-8,828
| Closed | -$2.15M | – | 258 |
|
|
2021
Q2 | $2.15M | Buy |
+8,828
| New | +$2.15M | 0.55% | 49 |
|
|
2021
Q1 | – | Sell |
-9,414
| Closed | -$2.36M | – | 230 |
|
|
2020
Q4 | $2.36M | Buy |
9,414
+2,153
| +30% | +$539K | 0.5% | 56 |
|
|
2020
Q3 | $1.69M | Sell |
7,261
-9
| -0.1% | -$2.1K | 0.75% | 38 |
|
|
2020
Q2 | $1.74M | Buy |
7,270
+3
| +0% | +$718 | 0.91% | 31 |
|
|
2020
Q1 | $1.67M | Buy |
7,267
+38
| +0.5% | +$8.73K | 1.09% | 22 |
|
|
2019
Q4 | $1.97M | Buy |
+7,229
| New | +$1.97M | 1.24% | 13 |
|