Signature Wealth Management Partners’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
$273K Hold
1,584
0.16% 92
2025
Q1
$363K Sell
1,584
-1,116
-41% -$256K 0.24% 72
2024
Q4
$613K Sell
2,700
-163
-6% -$37K 0.42% 52
2024
Q3
$690K Sell
2,863
-60
-2% -$14.5K 0.5% 47
2024
Q2
$683K Hold
2,923
0.52% 42
2024
Q1
$723K Sell
2,923
-699
-19% -$173K 0.59% 39
2023
Q4
$883K Sell
3,622
-624
-15% -$152K 0.77% 29
2023
Q3
$1.1M Sell
4,246
-55
-1% -$14.2K 1.07% 22
2023
Q2
$1.14M Sell
4,301
-2,052
-32% -$542K 1.05% 21
2023
Q1
$1.57M Buy
6,353
+65
+1% +$16.1K 1.46% 16
2022
Q4
$1.6M Sell
6,288
-70
-1% -$17.8K 1.58% 15
2022
Q3
$1.42M Sell
6,358
-300
-5% -$66.9K 1.56% 14
2022
Q2
$1.64M Sell
6,658
-330
-5% -$81.4K 1.68% 14
2022
Q1
$1.81M Hold
6,988
1.55% 14
2021
Q4
$1.72M Sell
6,988
-18
-0.3% -$4.42K 1.45% 16
2021
Q3
$1.68M Buy
7,006
+226
+3% +$54.2K 1.52% 16
2021
Q2
$1.61M Buy
6,780
+332
+5% +$78.8K 1.46% 19
2021
Q1
$1.53M Buy
6,448
+2,359
+58% +$560K 1.47% 19
2020
Q4
$998K Buy
+4,089
New +$998K 1% 24