Sageworth Trust Company of South Dakota’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-868
| Closed | -$209K | – | 44 |
|
|
2024
Q3 | $209K | Sell |
868
-266
| -23% | -$64.1K | 0.27% | 44 |
|
|
2024
Q2 | $265K | Sell |
1,134
-76
| -6% | -$17.8K | 0.39% | 40 |
|
|
2024
Q1 | $299K | Buy |
1,210
+47
| +4% | +$11.6K | 0.46% | 45 |
|
|
2023
Q4 | $284K | Hold |
1,163
| – | – | 0.53% | 38 |
|
|
2023
Q3 | $301K | Hold |
1,163
| – | – | 0.66% | 38 |
|
|
2023
Q2 | $307K | Hold |
1,163
| – | – | 0.76% | 32 |
|
|
2023
Q1 | $288K | Hold |
1,163
| – | – | 0.67% | 33 |
|
|
2022
Q4 | $296K | Hold |
1,163
| – | – | 0.66% | 31 |
|
|
2022
Q3 | $259K | Sell |
1,163
-918
| -44% | -$204K | 0.64% | 31 |
|
|
2022
Q2 | $513K | Sell |
2,081
-856
| -29% | -$211K | 1.06% | 24 |
|
|
2022
Q1 | $762K | Sell |
2,937
-2,172
| -43% | -$564K | 1.42% | 17 |
|
|
2021
Q4 | $1.25M | Buy |
+5,109
| New | +$1.25M | 1.93% | 12 |
|