Principle Wealth Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-850
| Closed | -$205K | – | 337 |
|
|
2024
Q3 | $205K | Buy |
+850
| New | +$205K | 0.01% | 328 |
|
|
2024
Q2 | – | Sell |
-850
| Closed | -$210K | – | 327 |
|
|
2024
Q1 | $210K | Hold |
850
| – | – | 0.02% | 331 |
|
|
2023
Q4 | $207K | Hold |
850
| – | – | 0.02% | 321 |
|
|
2023
Q3 | $220K | Buy |
850
+50
| +6% | +$12.9K | 0.02% | 298 |
|
|
2023
Q2 | $211K | Buy |
+800
| New | +$211K | 0.02% | 311 |
|
|
2023
Q1 | – | Sell |
-800
| Closed | -$203K | – | 314 |
|
|
2022
Q4 | $203K | Buy |
+800
| New | +$203K | 0.02% | 303 |
|
|
2022
Q2 | – | Sell |
-849
| Closed | -$220K | – | 305 |
|
|
2022
Q1 | $220K | Hold |
849
| – | – | 0.02% | 300 |
|
|
2021
Q4 | $208K | Buy |
849
+6
| +0.7% | +$1.47K | 0.02% | 309 |
|
|
2021
Q3 | $202K | Sell |
843
-51
| -6% | -$12.2K | 0.02% | 301 |
|
|
2021
Q2 | $212K | Hold |
894
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $212K | Hold |
894
| – | – | 0.02% | 275 |
|
|
2020
Q4 | $218K | Buy |
+894
| New | +$218K | 0.03% | 261 |
|