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Partnership Wealth Management’s Becton Dickinson BDX Stock Holding History

Partnership Wealth Management’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-345
Closed -$83.2K – 83
2024
Q3 		$83.2K Buy
345
+1
+0.3% +$234 0.06% 101
2024
Q2 		$80.4K Buy
344
+3
+0.9% +$707 0.06% 125
2024
Q1 		$84.4K Hold
341
– – 0.06% 129
2023
Q4 		$81.5K Buy
+341
New +$84K 0.06% 128

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Partnership Wealth Management's BDX Position: Q4 2024 in Review

Partnership Wealth Management sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 345 shares — an estimated $83.2K sold.

Partnership Wealth Management first reported a position in BDX in Q4 2023 and held it in 4 quarters. The position peaked at $84.4K in Q1 2024. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Partnership Wealth Management reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 345 Becton Dickinson shares in Q4 2024, an estimated $83.2K.
  • Partnership Wealth Management first reported a position in Becton Dickinson in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Becton Dickinson position peaked at $84.4K in Q1 2024.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.