PRW Wealth Management’s Becton Dickinson BDX Stock Holding History

PRW Wealth Management’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$249K	Hold	990	–	–	0.09%	86
2023 Q2	$254K	Hold	990	–	–	0.09%	59
2023 Q1	$262K	Hold	990	–	–	0.1%	90
2022 Q4	$252K	Hold	990	–	–	0.11%	53
2022 Q3	$221K	Hold	990	–	–	0.11%	87
2022 Q2	$244K	Sell	990 -25	-2%	-$6.35K	0.14%	83
2022 Q1	$263K	Hold	1,015	–	–	0.12%	88
2021 Q4	$249K	Hold	1,015	–	–	0.12%	85
2021 Q3	$243K	Sell	1,015 -429	-30%	-$105K	0.12%	81
2021 Q2	$343K	Buy	1,444 +429	+42%	+$103K	0.1%	193
2021 Q1	$241K	Hold	1,015	–	–	0.12%	81
2020 Q4	$248K	Hold	1,015	–	–	0.14%	80
2020 Q3	$230K	Hold	1,015	–	–	0.16%	71
2020 Q2	$237K	Sell	1,015 -3	-0.3%	-$723	0.19%	66
2020 Q1	$228K	Buy	+1,018	New	+$251K	0.28%	54
2019 Q2	–	Sell	-315	Closed	-$76K	–	124
2019 Q1	$76K	Hold	315	–	–	0.07%	103
2018 Q4	$69K	Buy	+315	New	+$73.1K	0.09%	114

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return