MWM
Modera Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
5,040
+63
| +1% | +$10.9K | 0.01% | 352 |
|
|
2025
Q1 | $1.14M | Buy |
4,977
+10
| +0.2% | +$2.29K | 0.02% | 307 |
|
|
2024
Q4 | $1.13M | Buy |
4,967
+102
| +2% | +$23.1K | 0.01% | 308 |
|
|
2024
Q3 | $1.17M | Hold |
4,865
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $1.14M | Sell |
4,865
-104
| -2% | -$24.3K | 0.02% | 278 |
|
|
2024
Q1 | $1.23M | Buy |
4,969
+1,471
| +42% | +$364K | 0.02% | 271 |
|
|
2023
Q4 | $853K | Buy |
3,498
+2
| +0.1% | +$488 | 0.01% | 305 |
|
|
2023
Q3 | $904K | Buy |
3,496
+72
| +2% | +$18.6K | 0.02% | 294 |
|
|
2023
Q2 | $904K | Buy |
3,424
+1,497
| +78% | +$395K | 0.02% | 308 |
|
|
2023
Q1 | $477K | Sell |
1,927
-65
| -3% | -$16.1K | 0.02% | 221 |
|
|
2022
Q4 | $507K | Sell |
1,992
-5
| -0.3% | -$1.27K | 0.02% | 210 |
|
|
2022
Q3 | $445K | Sell |
1,997
-17
| -0.8% | -$3.79K | 0.02% | 198 |
|
|
2022
Q2 | $496K | Sell |
2,014
-71
| -3% | -$17.5K | 0.02% | 193 |
|
|
2022
Q1 | $555K | Sell |
2,085
-3
| -0.1% | -$799 | 0.02% | 195 |
|
|
2021
Q4 | $525K | Buy |
2,088
+861
| +70% | +$216K | 0.02% | 264 |
|
|
2021
Q3 | $302K | Buy |
1,227
+17
| +1% | +$4.18K | 0.02% | 208 |
|
|
2021
Q2 | $294K | Sell |
1,210
-34
| -3% | -$8.26K | 0.02% | 183 |
|
|
2021
Q1 | $303K | Buy |
1,244
+28
| +2% | +$6.82K | 0.02% | 176 |
|
|
2020
Q4 | $304K | Buy |
1,216
+59
| +5% | +$14.8K | 0.02% | 180 |
|
|
2020
Q3 | $269K | Buy |
1,157
+1
| +0.1% | +$232 | 0.04% | 133 |
|
|
2020
Q2 | $277K | Sell |
1,156
-29
| -2% | -$6.95K | 0.04% | 124 |
|
|
2020
Q1 | $272K | Buy |
1,185
+25
| +2% | +$5.74K | 0.06% | 119 |
|
|
2019
Q4 | $315K | Buy |
1,160
+1
| +0.1% | +$272 | 0.05% | 101 |
|
|
2019
Q3 | $293K | Buy |
1,159
+1
| +0.1% | +$253 | 0.05% | 104 |
|
|
2019
Q2 | $292K | Sell |
1,158
-52
| -4% | -$13.1K | 0.05% | 106 |
|
|
2019
Q1 | $302K | Buy |
1,210
+107
| +10% | +$26.7K | 0.06% | 105 |
|
|
2018
Q4 | $249K | Buy |
1,103
+1
| +0.1% | +$226 | 0.05% | 109 |
|
|
2018
Q3 | $288K | Hold |
1,102
| – | – | 0.06% | 106 |
|
|
2018
Q2 | $264K | Buy |
1,102
+2
| +0.2% | +$479 | 0.06% | 112 |
|
|
2018
Q1 | $238K | Buy |
+1,100
| New | +$238K | 0.05% | 112 |
|
|
2017
Q2 | – | Sell |
-1,175
| Closed | -$215K | – | 120 |
|
|
2017
Q1 | $215K | Sell |
1,175
-95
| -7% | -$17.4K | 0.05% | 108 |
|
|
2016
Q4 | $210K | Buy |
1,270
+4
| +0.3% | +$661 | 0.07% | 101 |
|
|
2016
Q3 | $227K | Buy |
+1,266
| New | +$227K | 0.08% | 97 |
|