MWM
Mattern Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,247
| Closed | -$286K | – | 165 |
|
|
2025
Q1 | $286K | Sell |
1,247
-1,021
| -45% | -$234K | 0.06% | 131 |
|
|
2024
Q4 | $515K | Sell |
2,268
-254
| -10% | -$57.6K | 0.11% | 98 |
|
|
2024
Q3 | $608K | Sell |
2,522
-976
| -28% | -$235K | 0.13% | 91 |
|
|
2024
Q2 | $818K | Sell |
3,498
-6,508
| -65% | -$1.52M | 0.2% | 82 |
|
|
2024
Q1 | $2.48M | Sell |
10,006
-306
| -3% | -$75.7K | 0.6% | 49 |
|
|
2023
Q4 | $2.51M | Buy |
10,312
+693
| +7% | +$169K | 0.65% | 48 |
|
|
2023
Q3 | $2.49M | Buy |
9,619
+827
| +9% | +$214K | 0.73% | 38 |
|
|
2023
Q2 | $2.32M | Buy |
8,792
+966
| +12% | +$255K | 0.68% | 41 |
|
|
2023
Q1 | $1.94M | Buy |
7,826
+594
| +8% | +$147K | 0.64% | 50 |
|
|
2022
Q4 | $1.84M | Buy |
7,232
+289
| +4% | +$73.5K | 0.74% | 48 |
|
|
2022
Q3 | $1.55M | Buy |
6,943
+144
| +2% | +$32.1K | 0.62% | 49 |
|
|
2022
Q2 | $1.68M | Sell |
6,799
-1
| -0% | -$247 | 0.66% | 43 |
|
|
2022
Q1 | $1.81M | Buy |
6,800
+4,698
| +224% | +$1.25M | 0.59% | 50 |
|
|
2021
Q4 | $529K | Sell |
2,102
-433
| -17% | -$109K | 0.16% | 107 |
|
|
2021
Q3 | $623K | Sell |
2,535
-239
| -9% | -$58.7K | 0.21% | 99 |
|
|
2021
Q2 | $688K | Sell |
2,774
-430
| -13% | -$107K | 0.22% | 94 |
|
|
2021
Q1 | $779K | Sell |
3,204
-4,571
| -59% | -$1.11M | 0.27% | 88 |
|
|
2020
Q4 | $1.95M | Sell |
7,775
-165
| -2% | -$41.3K | 0.74% | 39 |
|
|
2020
Q3 | $1.85M | Buy |
7,940
+164
| +2% | +$38.2K | 0.79% | 36 |
|
|
2020
Q2 | $1.86M | Sell |
7,776
-69
| -0.9% | -$16.5K | 0.9% | 36 |
|
|
2020
Q1 | $1.8M | Buy |
7,845
+1,033
| +15% | +$237K | 1.3% | 22 |
|
|
2019
Q4 | $1.85M | Buy |
+6,812
| New | +$1.85M | 1.11% | 31 |
|