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Red Door Wealth Management’s Becton Dickinson BDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,127
Closed -$258K 276
2025
Q1
$258K Sell
1,127
-404
-26% -$92.5K 0.04% 198
2024
Q4
$347K Buy
1,531
+388
+34% +$88K 0.05% 169
2024
Q3
$276K Sell
1,143
-186
-14% -$44.8K 0.05% 173
2024
Q2
$311K Sell
1,329
-108
-8% -$25.2K 0.05% 156
2024
Q1
$356K Buy
1,437
+51
+4% +$12.6K 0.07% 144
2023
Q4
$338K Sell
1,386
-707
-34% -$172K 0.07% 146
2023
Q3
$541K Sell
2,093
-120
-5% -$31K 0.14% 98
2023
Q2
$584K Buy
2,213
+1,110
+101% +$293K 0.13% 119
2023
Q1
$273K Buy
+1,103
New +$273K 0.09% 127
2021
Q3
Sell
-682
Closed -$165K 195
2021
Q2
$165K Buy
+682
New +$165K 0.06% 159
2020
Q3
Sell
-630
Closed -$150K 131
2020
Q2
$150K Hold
630
0.11% 111
2020
Q1
$144K Buy
+630
New +$144K 0.14% 100