SWM
Segment Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-938
| Closed | -$243K | – | 248 |
|
|
2023
Q3 | $243K | Hold |
938
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $248K | Hold |
938
| – | – | 0.03% | 193 |
|
|
2023
Q1 | $232K | Hold |
938
| – | – | 0.03% | 192 |
|
|
2022
Q4 | $239K | Sell |
938
-150
| -14% | -$38.1K | 0.03% | 192 |
|
|
2022
Q3 | $242K | Hold |
1,088
| – | – | 0.03% | 194 |
|
|
2022
Q2 | $268K | Sell |
1,088
-221
| -17% | -$54.4K | 0.03% | 187 |
|
|
2022
Q1 | $348K | Sell |
1,309
-10
| -0.8% | -$2.66K | 0.04% | 200 |
|
|
2021
Q4 | $332K | Buy |
1,319
+121
| +10% | +$30.5K | 0.03% | 201 |
|
|
2021
Q3 | $294K | Sell |
1,198
-144
| -11% | -$35.3K | 0.03% | 188 |
|
|
2021
Q2 | $326K | Hold |
1,342
| – | – | 0.04% | 192 |
|
|
2021
Q1 | $326K | Sell |
1,342
-292
| -18% | -$70.9K | 0.04% | 186 |
|
|
2020
Q4 | $409K | Sell |
1,634
-57
| -3% | -$14.3K | 0.06% | 151 |
|
|
2020
Q3 | $393K | Buy |
1,691
+113
| +7% | +$26.3K | 0.06% | 147 |
|
|
2020
Q2 | $378K | Sell |
1,578
-19,755
| -93% | -$4.73M | 0.07% | 149 |
|
|
2020
Q1 | $4.9M | Buy |
21,333
+1,907
| +10% | +$438K | 1.09% | 34 |
|
|
2019
Q4 | $5.28M | Buy |
19,426
+205
| +1% | +$55.8K | 0.89% | 37 |
|
|
2019
Q3 | $4.86M | Buy |
19,221
+575
| +3% | +$145K | 0.95% | 38 |
|
|
2019
Q2 | $4.7M | Buy |
18,646
+848
| +5% | +$214K | 0.96% | 36 |
|
|
2019
Q1 | $4.45M | Buy |
17,798
+16,464
| +1,234% | +$4.11M | 0.94% | 40 |
|
|
2018
Q4 | $301K | Sell |
1,334
-498
| -27% | -$112K | 0.08% | 141 |
|
|
2018
Q3 | $478K | Hold |
1,832
| – | – | 0.1% | 134 |
|
|
2018
Q2 | $439K | Hold |
1,832
| – | – | 0.1% | 132 |
|
|
2018
Q1 | $397K | Buy |
1,832
+498
| +37% | +$108K | 0.1% | 132 |
|
|
2017
Q4 | $286K | Hold |
1,334
| – | – | 0.07% | 160 |
|
|
2017
Q3 | $261K | Buy |
1,334
+180
| +16% | +$35.2K | 0.07% | 168 |
|
|
2017
Q2 | $225K | Hold |
1,154
| – | – | 0.06% | 190 |
|
|
2017
Q1 | $212K | Buy |
+1,154
| New | +$212K | 0.07% | 172 |
|
|
2016
Q4 | – | Sell |
-1,234
| Closed | -$222K | – | 175 |
|
|
2016
Q3 | $222K | Hold |
1,234
| – | – | 0.09% | 143 |
|
|
2016
Q2 | $209K | Buy |
+1,234
| New | +$209K | 0.09% | 141 |
|