Meridian Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-902
Closed -$233K 178
2023
Q3
$233K Hold
902
0.06% 161
2023
Q2
$238K Sell
902
-450
-33% -$119K 0.06% 163
2023
Q1
$335K Sell
1,352
-30
-2% -$7.43K 0.08% 138
2022
Q4
$351K Sell
1,382
-125
-8% -$31.8K 0.09% 135
2022
Q3
$336K Hold
1,507
0.09% 142
2022
Q2
$372K Buy
1,507
+90
+6% +$22.2K 0.1% 140
2022
Q1
$368K Buy
+1,417
New +$368K 0.09% 147
2021
Q2
Sell
-6,882
Closed -$1.63M 195
2021
Q1
$1.63M Buy
6,882
+2,491
+57% +$591K 0.54% 46
2020
Q4
$1.07M Buy
4,391
+861
+24% +$210K 0.39% 56
2020
Q3
$801K Buy
3,530
+112
+3% +$25.4K 0.34% 64
2020
Q2
$798K Buy
3,418
+126
+4% +$29.4K 0.37% 60
2020
Q1
$738K Sell
3,292
-321
-9% -$72K 0.41% 50
2019
Q4
$959K Sell
3,613
-390
-10% -$104K 0.38% 51
2019
Q3
$988K Buy
4,003
+101
+3% +$24.9K 0.42% 45
2019
Q2
$973K Buy
3,902
+20
+0.5% +$4.99K 0.68% 32
2019
Q1
$946K Buy
3,882
+102
+3% +$24.9K 0.69% 30
2018
Q4
$831K Buy
+3,780
New +$831K 0.64% 32