Mount Yale 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 | $562K | Sell |
3,263
-684
| -17% | -$118K | 0.04% | 317 |
|
|
2025
Q1 | $904K | Buy |
3,947
+911
| +30% | +$209K | 0.08% | 210 |
|
|
2024
Q4 | $689K | Buy |
+3,036
| New | +$689K | 0.06% | 280 |
|
|
2024
Q1 | – | Sell |
-2,187
| Closed | -$533K | – | 538 |
|
|
2023
Q4 | $533K | Buy |
2,187
+40
| +2% | +$9.75K | 0.05% | 310 |
|
|
2023
Q3 | $555K | Sell |
2,147
-124
| -5% | -$32.1K | 0.06% | 287 |
|
|
2023
Q2 | $600K | Buy |
2,271
+3
| +0.1% | +$792 | 0.06% | 280 |
|
|
2023
Q1 | $562K | Sell |
2,268
-57
| -2% | -$14.1K | 0.06% | 282 |
|
|
2022
Q4 | $591K | Sell |
2,325
-64
| -3% | -$16.3K | 0.07% | 256 |
|
|
2022
Q3 | $532K | Sell |
2,389
-537
| -18% | -$120K | 0.07% | 258 |
|
|
2022
Q2 | $721K | Sell |
2,926
-201
| -6% | -$49.5K | 0.09% | 224 |
|
|
2022
Q1 | $811K | Buy |
3,127
+51
| +2% | +$13.2K | 0.09% | 230 |
|
|
2021
Q4 | $755K | Buy |
3,076
+2,234
| +265% | +$548K | 0.08% | 239 |
|
|
2021
Q3 | $202K | Buy |
+842
| New | +$202K | 0.02% | 443 |
|
|
2021
Q1 | – | Sell |
-6,050
| Closed | -$1.48M | – | 412 |
|
|
2020
Q4 | $1.48M | Sell |
6,050
-269
| -4% | -$65.7K | 0.21% | 107 |
|
|
2020
Q3 | $1.43M | Sell |
6,319
-244
| -4% | -$55.4K | 0.2% | 103 |
|
|
2020
Q2 | $1.53M | Sell |
6,563
-360
| -5% | -$84K | 0.27% | 90 |
|
|
2020
Q1 | $1.55M | Buy |
6,923
+173
| +3% | +$38.8K | 0.35% | 70 |
|
|
2019
Q4 | $1.81M | Sell |
6,750
-133
| -2% | -$35.7K | 0.31% | 78 |
|
|
2019
Q3 | $1.63M | Sell |
6,883
-362
| -5% | -$85.6K | 0.29% | 85 |
|
|
2019
Q2 | $1.73M | Buy |
7,245
+138
| +2% | +$32.9K | 0.32% | 79 |
|
|
2019
Q1 | $1.73M | Buy |
7,107
+31
| +0.4% | +$7.56K | 0.32% | 72 |
|
|
2018
Q4 | $1.68M | Buy |
7,076
+6,949
| +5,472% | +$1.65M | 0.34% | 72 |
|
|
2018
Q3 | $29K | Hold |
127
| – | – | 0.01% | 710 |
|
|
2018
Q2 | $30K | Buy |
+127
| New | +$30K | 0.01% | 716 |
|