LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
4,920
-306
| -6% | -$52.7K | 0.01% | 167 |
|
|
2025
Q1 | $1.06M | Sell |
5,226
-17,030
| -77% | -$3.45M | 0.01% | 153 |
|
|
2024
Q4 | $5.54M | Sell |
22,256
-680
| -3% | -$169K | 0.05% | 94 |
|
|
2024
Q3 | $5.47M | Buy |
22,936
+13,186
| +135% | +$3.15M | 0.05% | 93 |
|
|
2024
Q2 | $2.25M | Sell |
9,750
-559
| -5% | -$129K | 0.02% | 115 |
|
|
2024
Q1 | $2.41M | Sell |
10,309
-674
| -6% | -$158K | 0.02% | 106 |
|
|
2023
Q4 | $2.62M | Sell |
10,983
-576
| -5% | -$138K | 0.03% | 102 |
|
|
2023
Q3 | $2.96M | Sell |
11,559
-12,199
| -51% | -$3.12M | 0.03% | 97 |
|
|
2023
Q2 | $6.27M | Sell |
23,758
-757
| -3% | -$200K | 0.07% | 78 |
|
|
2023
Q1 | $6.07M | Sell |
24,515
-6,598
| -21% | -$1.63M | 0.07% | 78 |
|
|
2022
Q4 | $7.91M | Sell |
31,113
-24,816
| -44% | -$6.31M | 0.1% | 72 |
|
|
2022
Q3 | $12.5M | Sell |
55,929
-8,801
| -14% | -$1.96M | 0.16% | 60 |
|
|
2022
Q2 | $16M | Sell |
64,730
-5,121
| -7% | -$1.26M | 0.2% | 60 |
|
|
2022
Q1 | $18.6M | Sell |
69,851
-17,002
| -20% | -$4.52M | 0.19% | 60 |
|
|
2021
Q4 | $21.8M | Sell |
86,853
-74,233
| -46% | -$18.7M | 0.2% | 57 |
|
|
2021
Q3 | $39.6M | Sell |
161,086
-176,327
| -52% | -$43.3M | 0.39% | 49 |
|
|
2021
Q2 | $82.1M | Sell |
337,413
-241,800
| -42% | -$58.8M | 0.83% | 36 |
|
|
2021
Q1 | $141M | Sell |
579,213
-96,615
| -14% | -$23.5M | 1.56% | 24 |
|
|
2020
Q4 | $169M | Sell |
675,828
-48,747
| -7% | -$12.2M | 1.89% | 17 |
|
|
2020
Q3 | $169M | Sell |
724,575
-1,120
| -0.2% | -$261K | 2.12% | 16 |
|
|
2020
Q2 | $174M | Sell |
725,695
-5,929
| -0.8% | -$1.42M | 2.4% | 15 |
|
|
2020
Q1 | $168M | Buy |
731,624
+17,243
| +2% | +$3.96M | 2.82% | 11 |
|
|
2019
Q4 | $194M | Buy |
714,381
+15,533
| +2% | +$4.22M | 2.62% | 12 |
|
|
2019
Q3 | $177M | Buy |
698,848
+8,513
| +1% | +$2.15M | 2.57% | 12 |
|
|
2019
Q2 | $174M | Buy |
690,335
+92,932
| +16% | +$23.4M | 2.53% | 13 |
|
|
2019
Q1 | $149M | Buy |
597,403
+68,318
| +13% | +$17.1M | 2.27% | 16 |
|
|
2018
Q4 | $119M | Buy |
529,085
+54,224
| +11% | +$12.2M | 2.16% | 15 |
|
|
2018
Q3 | $124M | Buy |
474,861
+60,742
| +15% | +$15.9M | 1.96% | 18 |
|
|
2018
Q2 | $99.2M | Buy |
414,119
+269,589
| +187% | +$64.6M | 1.72% | 18 |
|
|
2018
Q1 | $31.3M | Buy |
144,530
+112,958
| +358% | +$24.5M | 0.57% | 42 |
|
|
2017
Q4 | $6.76M | Buy |
31,572
+697
| +2% | +$149K | 0.12% | 85 |
|
|
2017
Q3 | $6.05M | Buy |
30,875
+5
| +0% | +$980 | 0.12% | 88 |
|
|
2017
Q2 | $6.22M | Sell |
30,870
-235
| -0.8% | -$47.3K | 0.12% | 85 |
|
|
2017
Q1 | $5.71M | Hold |
31,105
| – | – | 0.12% | 89 |
|
|
2016
Q4 | $5.15M | Sell |
31,105
-55
| -0.2% | -$9.1K | 0.11% | 93 |
|
|
2016
Q3 | $5.6M | Sell |
31,160
-313
| -1% | -$56.3K | 0.13% | 88 |
|
|
2016
Q2 | $5.34M | Buy |
31,473
+150
| +0.5% | +$25.4K | 0.12% | 89 |
|
|
2016
Q1 | $4.76M | Sell |
31,323
-4,015
| -11% | -$609K | 0.11% | 93 |
|
|
2015
Q4 | $5.45M | Buy |
35,338
+23,897
| +209% | +$3.68M | 0.13% | 88 |
|
|
2015
Q3 | $1.62M | Hold |
11,441
| – | – | 0.04% | 121 |
|
|
2015
Q2 | $1.62M | Sell |
11,441
-1
| -0% | -$142 | 0.04% | 121 |
|
|
2015
Q1 | $1.64M | Buy |
11,442
+53
| +0.5% | +$7.61K | 0.04% | 121 |
|
|
2014
Q4 | $1.59M | Buy |
11,389
+5,000
| +78% | +$696K | 0.04% | 123 |
|
|
2014
Q3 | $727K | Hold |
6,389
| – | – | 0.02% | 161 |
|
|
2014
Q2 | $756K | Buy |
6,389
+528
| +9% | +$62.5K | 0.02% | 160 |
|
|
2014
Q1 | $686K | Buy |
5,861
+158
| +3% | +$18.5K | 0.02% | 166 |
|
|
2013
Q4 | $630K | Sell |
5,703
-512
| -8% | -$56.6K | 0.02% | 174 |
|
|
2013
Q3 | $622K | Sell |
6,215
-1,173
| -16% | -$117K | 0.02% | 171 |
|
|
2013
Q2 | $730K | Buy |
+7,388
| New | +$730K | 0.02% | 163 |
|