Lodge Hill Capital’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	$22.1M	Sell	128,530 -47,270	-27%	-$8.14M	5.1%	10
2025 Q1	$40.3M	Buy	175,800 +18,900	+12%	+$4.33M	9.52%	2
2024 Q4	$35.6M	Buy	+156,900	New	+$35.6M	9.81%	3