Moneta Group Investment Advisors’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Sell
2,618
-281
-10% -$48.4K 0.01% 457
2025
Q1
$664K Sell
2,899
-1,584
-35% -$363K 0.01% 353
2024
Q4
$1.02M Sell
4,483
-45
-1% -$10.2K 0.01% 281
2024
Q3
$1.09M Buy
4,528
+5
+0.1% +$1.21K 0.02% 271
2024
Q2
$1.06M Buy
4,523
+131
+3% +$30.6K 0.02% 264
2024
Q1
$1.09M Sell
4,392
-194
-4% -$48K 0.02% 262
2023
Q4
$1.12M Buy
4,586
+201
+5% +$49K 0.02% 226
2023
Q3
$1.13M Buy
4,385
+318
+8% +$82.2K 0.03% 207
2023
Q2
$1.07M Buy
4,067
+140
+4% +$37K 0.02% 219
2023
Q1
$972K Sell
3,927
-722
-16% -$179K 0.02% 214
2022
Q4
$1.17M Buy
4,649
+431
+10% +$109K 0.03% 191
2022
Q3
$940K Sell
4,218
-353
-8% -$78.7K 0.04% 196
2022
Q2
$1.13M Buy
4,571
+385
+9% +$94.9K 0.04% 192
2022
Q1
$1.06M Buy
4,186
+404
+11% +$102K 0.04% 194
2021
Q4
$928K Sell
3,782
-8
-0.2% -$1.96K 0.04% 219
2021
Q3
$909K Buy
3,790
+26
+0.7% +$6.24K 0.04% 203
2021
Q2
$893K Buy
3,764
+202
+6% +$47.9K 0.04% 209
2021
Q1
$845K Buy
3,562
+564
+19% +$134K 0.04% 193
2020
Q4
$732K Buy
+2,998
New +$732K 0.05% 166
2020
Q1
Sell
-1,070
Closed -$284K 237
2019
Q4
$284K Sell
1,070
-4
-0.4% -$1.06K 0.02% 211
2019
Q3
$265K Buy
+1,074
New +$265K 0.02% 217
2018
Q2
Sell
-18
Closed -$4K 406
2018
Q1
$4K Buy
18
+15
+500% +$3.33K ﹤0.01% 520
2017
Q4
$1K Buy
+3
New +$1K ﹤0.01% 399