Phillips Wealth Planners’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 | $381K | Sell |
2,183
-166
| -7% | -$29K | 0.35% | 98 |
|
|
2025
Q1 | $474K | Buy |
2,349
+772
| +49% | +$156K | 0.5% | 69 |
|
|
2024
Q4 | $368K | Buy |
1,577
+581
| +58% | +$136K | 0.37% | 88 |
|
|
2024
Q3 | $239K | Sell |
996
-56
| -5% | -$13.5K | 0.23% | 162 |
|
|
2024
Q2 | $236K | Sell |
1,052
-51
| -5% | -$11.4K | 0.25% | 152 |
|
|
2024
Q1 | $255K | Buy |
1,103
+158
| +17% | +$36.5K | 0.29% | 137 |
|
|
2023
Q4 | $222K | Buy |
945
+127
| +16% | +$29.8K | 0.27% | 141 |
|
|
2023
Q3 | $211K | Buy |
818
+46
| +6% | +$11.8K | 0.29% | 136 |
|
|
2023
Q2 | $204K | Buy |
+772
| New | +$204K | 0.27% | 142 |
|