SageView Advisory Group’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-880
Closed -$202K 616
2025
Q1
$202K Sell
880
-1,393
-61% -$319K 0.01% 583
2024
Q4
$516K Buy
+2,273
New +$516K 0.02% 339
2023
Q4
Sell
-4,225
Closed -$1.09M 667
2023
Q3
$1.09M Buy
4,225
+472
+13% +$122K 0.06% 200
2023
Q2
$991K Sell
3,753
-73
-2% -$19.3K 0.06% 228
2023
Q1
$947K Buy
+3,826
New +$947K 0.06% 212