SFSG
Sound Financial Strategies Group’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-838
| Closed | -$202K | – | 92 |
|
|
2024
Q3 | $202K | Sell |
838
-51
| -6% | -$12.3K | 0.16% | 86 |
|
|
2024
Q2 | $208K | Sell |
889
-1,314
| -60% | -$307K | 0.18% | 81 |
|
|
2024
Q1 | $545K | Buy |
2,203
+13
| +0.6% | +$3.22K | 0.45% | 49 |
|
|
2023
Q4 | $534K | Sell |
2,190
-1,290
| -37% | -$315K | 0.45% | 50 |
|
|
2023
Q3 | $900K | Sell |
3,480
-261
| -7% | -$67.5K | 0.74% | 25 |
|
|
2023
Q2 | $988K | Sell |
3,741
-460
| -11% | -$121K | 0.72% | 30 |
|
|
2023
Q1 | $1.04M | Buy |
+4,201
| New | +$1.04M | 0.69% | 28 |
|
|
2022
Q2 | – | Sell |
-6,050
| Closed | -$1.61M | – | 48 |
|
|
2022
Q1 | $1.61M | Buy |
+6,050
| New | +$1.61M | 0.89% | 30 |
|
|
2020
Q4 | – | Sell |
-3,287
| Closed | -$765K | – | 84 |
|
|
2020
Q3 | $765K | Sell |
3,287
-52
| -2% | -$12.1K | 0.48% | 22 |
|
|
2020
Q2 | $799K | Sell |
3,339
-16
| -0.5% | -$3.83K | 0.52% | 21 |
|
|
2020
Q1 | $771K | Sell |
3,355
-4,716
| -58% | -$1.08M | 0.52% | 13 |
|
|
2019
Q4 | $2.2M | Buy |
+8,071
| New | +$2.2M | 1.39% | 16 |
|