Planning Capital Management Corporation’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$259K Sell
1,072
-14
-1% -$3.28K 0.17% 73
2024
Q2
$254K Hold
1,086
0.18% 76
2024
Q1
$269K Hold
1,086
0.2% 68
2023
Q4
$265K Buy
+1,086
New +$268K 0.21% 70

Other funds holding BDX

Planning Capital Management Corporation's BDX Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Becton Dickinson (BDX) stake by 1.3% in Q3 2024, selling an estimated $3.28K and leaving 1,072 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #73.

Planning Capital Management Corporation first reported a position in BDX in Q4 2023 and has held it in 4 quarters since. The position peaked at $269K in Q1 2024. 1,576 funds tracked by Wall St. Rank hold BDX as of Q3 2024.

  • Planning Capital Management Corporation held 1,072 shares of Becton Dickinson worth $259K as of Q3 2024.
  • Planning Capital Management Corporation sold 14 Becton Dickinson shares in Q3 2024, an estimated $3.28K.
  • Becton Dickinson made up 0.17% of Planning Capital Management Corporation's portfolio in Q3 2024, its #73 holding.
  • Planning Capital Management Corporation first reported a position in Becton Dickinson in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Becton Dickinson position peaked at $269K in Q1 2024.
  • 1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.