Oxford Financial Group’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 | – | Sell |
-951
| Closed | -$218K | – | 260 |
|
|
2025
Q1 | $218K | Hold |
951
| – | – | 0.02% | 201 |
|
|
2024
Q4 | $216K | Sell |
951
-53
| -5% | -$12K | 0.01% | 237 |
|
|
2024
Q3 | $242K | Sell |
1,004
-109
| -10% | -$26.3K | 0.02% | 220 |
|
|
2024
Q2 | $260K | Buy |
1,113
+107
| +11% | +$25K | 0.02% | 233 |
|
|
2024
Q1 | $249K | Sell |
1,006
-7
| -0.7% | -$1.73K | 0.02% | 204 |
|
|
2023
Q4 | $247K | Buy |
1,013
+62
| +7% | +$15.1K | 0.02% | 202 |
|
|
2023
Q3 | $246K | Sell |
951
-176
| -16% | -$45.5K | 0.02% | 190 |
|
|
2023
Q2 | $298K | Buy |
1,127
+141
| +14% | +$37.2K | 0.03% | 178 |
|
|
2023
Q1 | $244K | Sell |
986
-328
| -25% | -$81.2K | 0.03% | 168 |
|
|
2022
Q4 | $334K | Buy |
1,314
+341
| +35% | +$86.7K | 0.04% | 143 |
|
|
2022
Q3 | $217K | Sell |
973
-15
| -2% | -$3.35K | 0.03% | 164 |
|
|
2022
Q2 | $244K | Sell |
988
-8
| -0.8% | -$1.98K | 0.04% | 170 |
|
|
2022
Q1 | $259K | Buy |
996
+12
| +1% | +$3.12K | 0.03% | 169 |
|
|
2021
Q4 | $241K | Sell |
984
-1
| -0.1% | -$245 | 0.03% | 180 |
|
|
2021
Q3 | $236K | Buy |
985
+1
| +0.1% | +$240 | 0.03% | 166 |
|
|
2021
Q2 | $233K | Hold |
984
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $233K | Sell |
984
-123
| -11% | -$29.1K | 0.03% | 163 |
|
|
2020
Q4 | $270K | Sell |
1,107
-29
| -3% | -$7.07K | 0.04% | 153 |
|
|
2020
Q3 | $258K | Hold |
1,136
| – | – | 0.04% | 139 |
|
|
2020
Q2 | $265K | Sell |
1,136
-25
| -2% | -$5.83K | 0.04% | 137 |
|
|
2020
Q1 | $260K | Buy |
+1,161
| New | +$260K | 0.05% | 128 |
|