River Wealth Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,012
| Closed | -$262K | – | 208 |
|
|
2023
Q3 | $262K | Sell |
1,012
-50
| -5% | -$13.5K | 0.05% | 179 |
|
|
2023
Q2 | $280K | Hold |
1,062
| – | – | 0.05% | 185 |
|
|
2023
Q1 | $263K | Buy |
1,062
+3
| +0.3% | +$734 | 0.05% | 183 |
|
|
2022
Q4 | $269K | Sell |
1,059
-7
| -0.7% | -$1.65K | 0.05% | 185 |
|
|
2022
Q3 | $238K | Buy |
1,066
+7
| +0.7% | +$1.74K | 0.05% | 184 |
|
|
2022
Q2 | $261K | Sell |
1,059
-26
| -2% | -$6.6K | 0.05% | 193 |
|
|
2022
Q1 | $282K | Sell |
1,085
-49
| -4% | -$12.6K | 0.05% | 196 |
|
|
2021
Q4 | $278K | Sell |
1,134
-10
| -0.9% | -$2.4K | 0.04% | 196 |
|
|
2021
Q3 | $274K | Buy |
1,144
+22
| +2% | +$5.4K | 0.05% | 186 |
|
|
2021
Q2 | $266K | Sell |
1,122
-14
| -1% | -$3.36K | 0.05% | 191 |
|
|
2021
Q1 | $269K | Sell |
1,136
-28
| -2% | -$6.84K | 0.05% | 190 |
|
|
2020
Q4 | $284K | Buy |
1,164
+77
| +7% | +$18K | 0.06% | 178 |
|
|
2020
Q3 | $247K | Buy |
1,087
+72
| +7% | +$17.7K | 0.06% | 177 |
|
|
2020
Q2 | $237K | Sell |
1,015
-120
| -11% | -$28.9K | 0.07% | 167 |
|
|
2020
Q1 | $254K | Sell |
1,135
-37
| -3% | -$9.14K | 0.1% | 141 |
|
|
2019
Q4 | $311K | Buy |
1,172
+35
| +3% | +$8.73K | 0.11% | 141 |
|
|
2019
Q3 | $281K | Hold |
1,137
| – | – | 0.11% | 143 |
|
|
2019
Q2 | $279K | Hold |
1,137
| – | – | 0.11% | 146 |
|
|
2019
Q1 | $277K | Sell |
1,137
-130
| -10% | -$30.7K | 0.12% | 141 |
|
|
2018
Q4 | $278K | Hold |
1,267
| – | – | 0.12% | 137 |
|
|
2018
Q3 | $323K | Buy |
1,267
+44
| +4% | +$10.8K | 0.12% | 140 |
|
|
2018
Q2 | $286K | Sell |
1,223
-25
| -2% | -$5.57K | 0.11% | 141 |
|
|
2018
Q1 | $264K | Hold |
1,248
| – | – | 0.11% | 148 |
|
|
2017
Q4 | $261K | Buy |
1,248
+44
| +4% | +$9.21K | 0.11% | 147 |
|
|
2017
Q3 | $230K | Buy |
1,204
+15
| +1% | +$2.91K | 0.1% | 147 |
|
|
2017
Q2 | $226K | Hold |
1,189
| – | – | 0.11% | 147 |
|
|
2017
Q1 | $213K | Sell |
1,189
-1,025
| -46% | -$179K | 0.1% | 148 |
|
|
2016
Q4 | $358K | Hold |
2,214
| – | – | 0.18% | 125 |
|
|
2016
Q3 | $388K | Hold |
2,214
| – | – | 0.21% | 116 |
|
|
2016
Q2 | $366K | Sell |
2,214
-19
| -0.9% | -$3.04K | 0.21% | 120 |
|
|
2016
Q1 | $331K | Buy |
2,233
+4
| +0.2% | +$568 | 0.2% | 126 |
|
|
2015
Q4 | $335K | Sell |
2,229
-52
| -2% | -$7.49K | 0.21% | 120 |
|
|
2015
Q3 | $295K | Hold |
2,281
| – | – | 0.2% | 119 |
|
|
2015
Q2 | $315K | Sell |
2,281
-157
| -6% | -$21.7K | 0.2% | 116 |
|
|
2015
Q1 | $342K | Buy |
+2,438
| New | +$341K | 0.21% | 117 |
|
Other funds holding BDX
River Wealth Advisors's BDX Position: Q4 2023 in Review
River Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,012 shares — an estimated $262K sold.
River Wealth Advisors first reported a position in BDX in Q1 2015 and held it in 35 quarters. The position peaked at $388K in Q3 2016. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.
- River Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
- River Wealth Advisors sold 1,012 Becton Dickinson shares in Q4 2023, an estimated $262K.
- River Wealth Advisors first reported a position in Becton Dickinson in Q1 2015 and held it in 35 quarters.
- River Wealth Advisors's Becton Dickinson position peaked at $388K in Q3 2016.
- 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.
Based on River Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.