Measured Wealth Private Client 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
Q3 | – | Sell |
-1,331
| Closed | -$311K | – | 182 |
|
|
2024
Q2 | $311K | Sell |
1,331
-25
| -2% | -$5.84K | 0.11% | 145 |
|
|
2024
Q1 | $336K | Hold |
1,356
| – | – | 0.12% | 135 |
|
|
2023
Q4 | $331K | Hold |
1,356
| – | – | 0.12% | 122 |
|
|
2023
Q3 | $351K | Hold |
1,356
| – | – | 0.14% | 109 |
|
|
2023
Q2 | $358K | Buy |
1,356
+15
| +1% | +$3.96K | 0.14% | 123 |
|
|
2023
Q1 | $332K | Sell |
1,341
-30
| -2% | -$7.43K | 0.13% | 122 |
|
|
2022
Q4 | $349K | Buy |
1,371
+20
| +1% | +$5.09K | 0.14% | 100 |
|
|
2022
Q3 | $301K | Hold |
1,351
| – | – | 0.13% | 104 |
|
|
2022
Q2 | $333K | Sell |
1,351
-54
| -4% | -$13.3K | 0.15% | 106 |
|
|
2022
Q1 | $365K | Sell |
1,405
-24
| -2% | -$6.24K | 0.13% | 93 |
|
|
2021
Q4 | $351K | Hold |
1,429
| – | – | 0.12% | 101 |
|
|
2021
Q3 | $343K | Sell |
1,429
-144
| -9% | -$34.6K | 0.13% | 104 |
|
|
2021
Q2 | $373K | Buy |
1,573
+10
| +0.6% | +$2.37K | 0.12% | 113 |
|
|
2021
Q1 | $371K | Hold |
1,563
| – | – | 0.13% | 92 |
|
|
2020
Q4 | $382K | Buy |
1,563
+14
| +0.9% | +$3.42K | 0.16% | 75 |
|
|
2020
Q3 | $352K | Buy |
1,549
+613
| +65% | +$139K | 0.17% | 77 |
|
|
2020
Q2 | $218K | Buy |
+936
| New | +$218K | 0.13% | 102 |
|
|
2019
Q3 | – | Sell |
-978
| Closed | -$240K | – | 144 |
|
|
2019
Q2 | $240K | Sell |
978
-51
| -5% | -$12.5K | 0.14% | 162 |
|
|
2019
Q1 | $251K | Buy |
+1,029
| New | +$251K | 0.15% | 149 |
|
|
2018
Q4 | – | Sell |
-1,010
| Closed | -$255K | – | 165 |
|
|
2018
Q3 | $255K | Buy |
1,010
+1
| +0.1% | +$252 | 0.15% | 126 |
|
|
2018
Q2 | $235K | Buy |
+1,009
| New | +$235K | 0.19% | 124 |
|