Mascoma Wealth Management’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
-156
Closed -$35.7K 469
2025
Q1
$35.7K Hold
156
0.01% 211
2024
Q4
$35.4K Hold
156
0.01% 228
2024
Q3
$37.6K Hold
156
0.01% 215
2024
Q2
$36.5K Hold
156
0.01% 216
2024
Q1
$38.6K Hold
156
0.01% 205
2023
Q4
$38K Hold
156
0.01% 210
2023
Q3
$40.3K Hold
156
0.01% 207
2023
Q2
$43.9K Hold
156
0.01% 201
2023
Q1
$41.2K Hold
156
0.01% 254
2022
Q4
$39.7K Hold
156
0.01% 259
2022
Q3
$35K Hold
156
0.01% 276
2022
Q2
$38K Sell
156
-4
-3% -$974 0.01% 277
2022
Q1
$41K Buy
160
+19
+13% +$4.87K 0.01% 291
2021
Q4
$35K Hold
141
0.01% 259
2021
Q3
$34K Buy
+141
New +$34K 0.01% 237
2021
Q2
Sell
-172
Closed -$41K 134
2021
Q1
$41K Buy
+172
New +$41K 0.02% 226
2019
Q3
Sell
-161
Closed -$40K 104
2019
Q2
$40K Hold
161
0.03% 172
2019
Q1
$39K Buy
161
+7
+5% +$1.7K 0.03% 168
2018
Q4
$34K Hold
154
0.03% 163
2018
Q3
$39K Sell
154
-31
-17% -$7.85K 0.03% 176
2018
Q2
$43K Hold
185
0.03% 163
2018
Q1
$39K Hold
185
0.03% 165
2017
Q4
$43K Hold
185
0.03% 154
2017
Q3
$35K Hold
185
0.02% 173
2017
Q2
$35K Hold
185
0.02% 181
2017
Q1
$33K Sell
185
-205
-53% -$36.6K 0.02% 175
2016
Q4
$63K Buy
+390
New +$63K 0.05% 126