Private 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
2025
Q2
$229K Hold
1,329
0.02% 153
2025
Q1
$304K Hold
1,329
0.03% 140
2024
Q4
$302K Hold
1,329
0.02% 147
2024
Q3
$320K Hold
1,329
0.03% 148
2024
Q2
$311K Hold
1,329
0.02% 139
2024
Q1
$329K Buy
1,329
+300
+29% +$74.2K 0.03% 129
2023
Q4
$251K Hold
1,029
0.02% 146
2023
Q3
$266K Hold
1,029
0.03% 128
2023
Q2
$272K Hold
1,029
0.03% 126
2023
Q1
$255K Buy
+1,029
New +$255K 0.03% 134
2021
Q1
Sell
-1,538
Closed -$375K 77
2020
Q4
$375K Hold
1,538
0.04% 92
2020
Q3
$349K Hold
1,538
0.04% 88
2020
Q2
$359K Hold
1,538
0.05% 86
2020
Q1
$345K Hold
1,538
0.06% 93
2019
Q4
$408K Hold
1,538
0.06% 95
2019
Q3
$379K Hold
1,538
0.06% 88
2019
Q2
$378K Hold
1,538
0.06% 97
2019
Q1
$375K Hold
1,538
0.06% 94
2018
Q4
$338K Sell
1,538
-50
-3% -$11K 0.07% 78
2018
Q3
$404K Buy
1,588
+50
+3% +$12.7K 0.06% 96
2018
Q2
$359K Sell
1,538
-205
-12% -$47.9K 0.06% 99
2018
Q1
$368K Buy
1,743
+513
+42% +$108K 0.06% 97
2017
Q4
$257K Buy
+1,230
New +$257K 0.05% 119