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 |
|