Lake Street Advisors Group’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$401K Buy
1,767
+15
+0.9% +$3.4K 0.02% 373
2024
Q3
$422K Sell
1,752
-33
-2% -$7.96K 0.02% 365
2024
Q2
$417K Sell
1,785
-4
-0.2% -$935 0.02% 360
2024
Q1
$443K Buy
1,789
+44
+3% +$10.9K 0.02% 363
2023
Q4
$426K Buy
+1,745
New +$426K 0.02% 359
2021
Q3
Sell
-1,594
Closed -$383K 248
2021
Q2
$383K Sell
1,594
-51
-3% -$12.3K 0.03% 207
2021
Q1
$390K Sell
1,645
-5
-0.3% -$1.19K 0.03% 187
2020
Q4
$403K Buy
1,650
+17
+1% +$4.15K 0.03% 175
2020
Q3
$371K Sell
1,633
-15
-0.9% -$3.41K 0.04% 173
2020
Q2
$385K Buy
1,648
+38
+2% +$8.88K 0.04% 163
2020
Q1
$361K Buy
1,610
+291
+22% +$65.2K 0.04% 147
2019
Q4
$350K Buy
1,319
+140
+12% +$37.1K 0.03% 159
2019
Q3
$274K Buy
1,179
+42
+4% +$9.76K 0.03% 165
2019
Q2
$279K Sell
1,137
-94
-8% -$23.1K 0.03% 162
2019
Q1
$300K Buy
1,231
+16
+1% +$3.9K 0.03% 150
2018
Q4
$267K Buy
1,215
+79
+7% +$17.4K 0.03% 144
2018
Q3
$289K Sell
1,136
-528
-32% -$134K 0.03% 140
2018
Q2
$389K Sell
1,664
-61
-4% -$14.3K 0.04% 192
2018
Q1
$365K Buy
+1,725
New +$365K 0.04% 167