Ropes 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
Q3 | $2.34M | Buy |
9,058
+157
| +2% | +$42.4K | 0.45% | 56 |
|
|
2023
Q2 | $2.35M | Buy |
8,901
+41
| +0.5% | +$10.4K | 0.39% | 62 |
|
|
2023
Q1 | $2.19M | Sell |
8,860
-82
| -0.9% | -$20.1K | 0.4% | 63 |
|
|
2022
Q4 | $2.27M | Buy |
8,942
+458
| +5% | +$108K | 0.41% | 61 |
|
|
2022
Q3 | $1.89M | Buy |
8,484
+212
| +3% | +$52.8K | 0.4% | 66 |
|
|
2022
Q2 | $2.04M | Sell |
8,272
-143
| -2% | -$36.3K | 0.42% | 61 |
|
|
2022
Q1 | $2.18M | Sell |
8,415
-548
| -6% | -$141K | 0.37% | 68 |
|
|
2021
Q4 | $2.2M | Sell |
8,963
-1,693
| -16% | -$406K | 0.39% | 65 |
|
|
2021
Q3 | $2.56M | Buy |
10,656
+207
| +2% | +$50.8K | 0.41% | 59 |
|
|
2021
Q2 | $2.48M | Buy |
10,449
+2,322
| +29% | +$557K | 0.39% | 63 |
|
|
2021
Q1 | $1.91M | Buy |
8,127
+394
| +5% | +$96.3K | 0.34% | 74 |
|
|
2020
Q4 | $1.89M | Buy |
7,733
+68
| +0.9% | +$15.9K | 0.29% | 64 |
|
|
2020
Q3 | $1.74M | Buy |
7,665
+487
| +7% | +$120K | 0.34% | 63 |
|
|
2020
Q2 | $1.68M | Buy |
7,178
+277
| +4% | +$66.8K | 0.34% | 60 |
|
|
2020
Q1 | $1.55M | Hold |
6,901
| – | – | 0.39% | 53 |
|
|
2019
Q4 | $1.83M | Sell |
6,901
-70
| -1% | -$17.5K | 0.39% | 58 |
|
|
2019
Q3 | $1.72M | Hold |
6,971
| – | – | 0.37% | 57 |
|
|
2019
Q2 | $1.71M | Buy |
6,971
+44
| +0.6% | +$10.2K | 0.36% | 56 |
|
|
2019
Q1 | $1.69M | Hold |
6,927
| – | – | 0.45% | 55 |
|
|
2018
Q4 | $1.52M | Buy |
6,927
+37
| +0.5% | +$8.59K | 0.44% | 55 |
|
|
2018
Q3 | $1.75M | Hold |
6,890
| – | – | 0.43% | 56 |
|
|
2018
Q2 | $1.61M | Hold |
6,890
| – | – | 0.44% | 55 |
|
|
2018
Q1 | $1.46M | Sell |
6,890
-2
| -0% | -$438 | 0.4% | 62 |
|
|
2017
Q4 | $1.44M | Buy |
6,892
+1,423
| +26% | +$298K | 0.38% | 66 |
|
|
2017
Q3 | $1.05M | Sell |
5,469
-6
| -0.1% | -$1.16K | 0.28% | 80 |
|
|
2017
Q2 | $1.04M | Sell |
5,475
-338
| -6% | -$61.7K | 0.29% | 76 |
|
|
2017
Q1 | $1.04M | Sell |
5,813
-295
| -5% | -$51.4K | 0.3% | 76 |
|
|
2016
Q4 | $987K | Buy |
6,108
+202
| +3% | +$33.5K | 0.31% | 73 |
|
|
2016
Q3 | $1.04M | Buy |
5,906
+285
| +5% | +$48.7K | 0.35% | 63 |
|
|
2016
Q2 | $930K | Buy |
5,621
+1,162
| +26% | +$186K | 0.32% | 67 |
|
|
2016
Q1 | $660K | Sell |
4,459
-27
| -0.6% | -$3.83K | 0.29% | 67 |
|
|
2015
Q4 | $674K | Buy |
4,486
+1,914
| +74% | +$276K | 0.3% | 66 |
|
|
2015
Q3 | $333K | Buy |
2,572
+107
| +4% | +$14.9K | 0.17% | 97 |
|
|
2015
Q2 | $341K | Hold |
2,465
| – | – | 0.19% | 92 |
|
|
2015
Q1 | $345K | Buy |
+2,465
| New | +$345K | 0.18% | 97 |
|
Other funds holding BDX
Ropes Wealth Advisors's BDX Position: Q3 2023 in Review
Ropes Wealth Advisors increased its Becton Dickinson (BDX) stake by 1.8% in Q3 2023, buying an estimated $42.4K and bringing the position to 9,058 shares worth $2.34M. The position accounts for 0.45% of the portfolio, ranked #56.
Ropes Wealth Advisors first reported a position in BDX in Q1 2015 and has held it in 35 quarters since. The position peaked at $2.56M in Q3 2021. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.
- Ropes Wealth Advisors held 9,058 shares of Becton Dickinson worth $2.34M as of Q3 2023.
- Ropes Wealth Advisors bought 157 Becton Dickinson shares in Q3 2023, an estimated $42.4K.
- Becton Dickinson made up 0.45% of Ropes Wealth Advisors's portfolio in Q3 2023, its #56 holding.
- Ropes Wealth Advisors first reported a position in Becton Dickinson in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Becton Dickinson position peaked at $2.56M in Q3 2021.
- 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.