Perigon Wealth Management’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 | $236K | Sell |
1,369
-1,542
| -53% | -$266K | 0.01% | 940 |
|
|
2025
Q1 | $667K | Buy |
2,911
+1,085
| +59% | +$248K | 0.02% | 553 |
|
|
2024
Q4 | $431K | Sell |
1,826
-344
| -16% | -$81.3K | 0.01% | 680 |
|
|
2024
Q3 | $523K | Sell |
2,170
-376
| -15% | -$90.6K | 0.01% | 603 |
|
|
2024
Q2 | $595K | Sell |
2,546
-240
| -9% | -$56.1K | 0.02% | 492 |
|
|
2024
Q1 | $689K | Buy |
2,786
+24
| +0.9% | +$5.94K | 0.02% | 461 |
|
|
2023
Q4 | $673K | Sell |
2,762
-710
| -20% | -$173K | 0.02% | 425 |
|
|
2023
Q3 | $898K | Buy |
3,472
+493
| +17% | +$127K | 0.04% | 324 |
|
|
2023
Q2 | $787K | Buy |
2,979
+854
| +40% | +$225K | 0.03% | 359 |
|
|
2023
Q1 | $526K | Buy |
2,125
+29
| +1% | +$7.18K | 0.03% | 383 |
|
|
2022
Q4 | $533K | Sell |
2,096
-642
| -23% | -$163K | 0.03% | 377 |
|
|
2022
Q3 | $610K | Buy |
2,738
+422
| +18% | +$94K | 0.05% | 289 |
|
|
2022
Q2 | $571K | Buy |
2,316
+54
| +2% | +$13.3K | 0.05% | 307 |
|
|
2022
Q1 | $587K | Buy |
2,262
+75
| +3% | +$19.5K | 0.04% | 324 |
|
|
2021
Q4 | $537K | Buy |
2,187
+607
| +38% | +$149K | 0.04% | 326 |
|
|
2021
Q3 | $379K | Sell |
1,580
-1,014
| -39% | -$243K | 0.03% | 362 |
|
|
2021
Q2 | $615K | Sell |
2,594
-16
| -0.6% | -$3.79K | 0.05% | 265 |
|
|
2021
Q1 | $619K | Sell |
2,610
-85
| -3% | -$20.2K | 0.06% | 255 |
|
|
2020
Q4 | $658K | Buy |
2,695
+56
| +2% | +$13.7K | 0.08% | 200 |
|
|
2020
Q3 | $599K | Buy |
2,639
+962
| +57% | +$218K | 0.08% | 195 |
|
|
2020
Q2 | $391K | Sell |
1,677
-412
| -20% | -$96.1K | 0.06% | 222 |
|
|
2020
Q1 | $504K | Buy |
2,089
+705
| +51% | +$170K | 0.09% | 166 |
|
|
2019
Q4 | $369K | Sell |
1,384
-556
| -29% | -$148K | 0.08% | 172 |
|
|
2019
Q3 | $479K | Buy |
+1,940
| New | +$479K | 0.11% | 125 |
|
|
2018
Q4 | – | Sell |
-926
| Closed | -$236K | – | 231 |
|
|
2018
Q3 | $236K | Buy |
+926
| New | +$236K | 0.06% | 213 |
|
|
2018
Q2 | – | Sell |
-429
| Closed | -$91K | – | 272 |
|
|
2018
Q1 | $91K | Buy |
429
+301
| +235% | +$63.8K | 0.03% | 238 |
|
|
2017
Q4 | $27K | Buy |
128
+107
| +510% | +$22.6K | 0.01% | 368 |
|
|
2017
Q3 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 565 |
|
|
2017
Q2 | – | Sell |
-103
| Closed | -$18K | – | 578 |
|
|
2017
Q1 | $18K | Hold |
103
| – | – | ﹤0.01% | 474 |
|
|
2016
Q4 | $18K | Hold |
103
| – | – | ﹤0.01% | 480 |
|
|
2016
Q3 | $18K | Buy |
+103
| New | +$18K | ﹤0.01% | 411 |
|