Pinnacle Wealth Planning Services’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 | $272K | Buy |
1,581
+470
| +42% | +$81K | 0.04% | 328 |
|
2025
Q1 | $254K | Buy |
1,111
+13
| +1% | +$2.98K | 0.04% | 300 |
|
2024
Q4 | $249K | Sell |
1,098
-576
| -34% | -$131K | 0.04% | 305 |
|
2024
Q3 | $404K | Buy |
+1,674
| New | +$404K | 0.05% | 230 |
|
2023
Q2 | – | Sell |
-840
| Closed | -$208K | – | 460 |
|
2023
Q1 | $208K | Buy |
+840
| New | +$208K | 0.03% | 385 |
|
2022
Q4 | – | Sell |
-1,108
| Closed | -$247K | – | 450 |
|
2022
Q3 | $247K | Sell |
1,108
-15
| -1% | -$3.34K | 0.05% | 277 |
|
2022
Q2 | $277K | Buy |
1,123
+156
| +16% | +$38.5K | 0.05% | 263 |
|
2022
Q1 | $251K | Buy |
967
+56
| +6% | +$14.5K | 0.05% | 313 |
|
2021
Q4 | $224K | Sell |
911
-39
| -4% | -$9.59K | 0.04% | 331 |
|
2021
Q3 | $228K | Buy |
950
+79
| +9% | +$19K | 0.05% | 297 |
|
2021
Q2 | $207K | Sell |
871
-27
| -3% | -$6.42K | 0.05% | 306 |
|
2021
Q1 | $213K | Buy |
898
+106
| +13% | +$25.1K | 0.05% | 285 |
|
2020
Q4 | $194K | Buy |
+792
| New | +$194K | 0.05% | 287 |
|