Ropes Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Ropes Wealth Advisors’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$2.34M	Buy	9,058 +157	+2%	+$40.6K	0.45%	56
2023 Q2	$2.35M	Buy	8,901 +41	+0.5%	+$10.8K	0.39%	62
2023 Q1	$2.19M	Sell	8,860 -82	-0.9%	-$20.3K	0.4%	63
2022 Q4	$2.27M	Buy	8,942 +458	+5%	+$116K	0.41%	61
2022 Q3	$1.89M	Buy	8,484 +212	+3%	+$47.2K	0.4%	66
2022 Q2	$2.04M	Sell	8,272 -143	-2%	-$35.2K	0.42%	61
2022 Q1	$2.18M	Sell	8,415 -548	-6%	-$142K	0.37%	68
2021 Q4	$2.2M	Sell	8,963 -1,693	-16%	-$415K	0.39%	65
2021 Q3	$2.56M	Buy	10,656 +207	+2%	+$49.7K	0.41%	59
2021 Q2	$2.48M	Buy	10,449 +2,322	+29%	+$551K	0.39%	63
2021 Q1	$1.91M	Buy	8,127 +394	+5%	+$92.7K	0.34%	74
2020 Q4	$1.89M	Buy	7,733 +68	+0.9%	+$16.6K	0.29%	64
2020 Q3	$1.74M	Buy	7,665 +487	+7%	+$111K	0.34%	63
2020 Q2	$1.68M	Buy	7,178 +277	+4%	+$64.7K	0.34%	60
2020 Q1	$1.55M	Hold	6,901	–	–	0.39%	53
2019 Q4	$1.83M	Sell	6,901 -70	-1%	-$18.6K	0.39%	58
2019 Q3	$1.72M	Hold	6,971	–	–	0.37%	57
2019 Q2	$1.71M	Buy	6,971 +44	+0.6%	+$10.8K	0.36%	56
2019 Q1	$1.69M	Hold	6,927	–	–	0.45%	55
2018 Q4	$1.52M	Buy	6,927 +37	+0.5%	+$8.14K	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%	-$423	0.4%	62
2017 Q4	$1.44M	Buy	6,892 +1,423	+26%	+$297K	0.38%	66
2017 Q3	$1.05M	Sell	5,469 -6	-0.1%	-$1.15K	0.28%	80
2017 Q2	$1.04M	Sell	5,475 -338	-6%	-$64.3K	0.29%	76
2017 Q1	$1.04M	Sell	5,813 -295	-5%	-$52.8K	0.3%	76
2016 Q4	$987K	Buy	6,108 +202	+3%	+$32.6K	0.31%	73
2016 Q3	$1.04M	Buy	5,906 +285	+5%	+$50K	0.35%	63
2016 Q2	$930K	Buy	5,621 +1,162	+26%	+$192K	0.32%	67
2016 Q1	$660K	Sell	4,459 -27	-0.6%	-$4K	0.29%	67
2015 Q4	$674K	Buy	4,486 +1,914	+74%	+$288K	0.3%	66
2015 Q3	$333K	Buy	2,572 +107	+4%	+$13.9K	0.17%	97
2015 Q2	$341K	Hold	2,465	–	–	0.19%	92
2015 Q1	$345K	Buy	+2,465	New	+$345K	0.18%	97