SVWAG
Sound View Wealth Advisors Group’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
2,115
+433
| +26% | +$74.6K | 0.03% | 317 |
|
|
2025
Q1 | $385K | Buy |
1,682
+138
| +9% | +$31.6K | 0.03% | 292 |
|
|
2024
Q4 | $350K | Buy |
1,544
+496
| +47% | +$113K | 0.03% | 312 |
|
|
2024
Q3 | $253K | Sell |
1,048
-39
| -4% | -$9.4K | 0.02% | 367 |
|
|
2024
Q2 | $254K | Buy |
1,087
+35
| +3% | +$8.18K | 0.03% | 327 |
|
|
2024
Q1 | $260K | Buy |
1,052
+33
| +3% | +$8.17K | 0.03% | 322 |
|
|
2023
Q4 | $249K | Buy |
1,019
+35
| +4% | +$8.54K | 0.03% | 335 |
|
|
2023
Q3 | $254K | Buy |
984
+13
| +1% | +$3.36K | 0.03% | 314 |
|
|
2023
Q2 | $256K | Buy |
971
+13
| +1% | +$3.43K | 0.03% | 308 |
|
|
2023
Q1 | $237K | Sell |
958
-61
| -6% | -$15.1K | 0.03% | 321 |
|
|
2022
Q4 | $249K | Buy |
+1,019
| New | +$249K | 0.03% | 335 |
|
|
2021
Q3 | – | Sell |
-1,371
| Closed | -$334K | – | 286 |
|
|
2021
Q2 | $334K | Sell |
1,371
-227
| -14% | -$55.3K | 0.07% | 221 |
|
|
2021
Q1 | $388K | Sell |
1,598
-418
| -21% | -$101K | 0.09% | 184 |
|
|
2020
Q4 | $504K | Buy |
2,016
+211
| +12% | +$52.8K | 0.12% | 150 |
|
|
2020
Q3 | $420K | Buy |
1,805
+54
| +3% | +$12.6K | 0.11% | 163 |
|
|
2020
Q2 | $419K | Buy |
1,751
+261
| +18% | +$62.5K | 0.12% | 150 |
|
|
2020
Q1 | $342K | Buy |
1,490
+17
| +1% | +$3.9K | 0.12% | 148 |
|
|
2019
Q4 | $401K | Sell |
1,473
-17
| -1% | -$4.63K | 0.11% | 158 |
|
|
2019
Q3 | $377K | Sell |
1,490
-2,224
| -60% | -$563K | 0.11% | 163 |
|
|
2019
Q2 | $936K | Buy |
+3,714
| New | +$936K | 0.28% | 95 |
|