Sterling Financial Planning’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
$236K Sell
1,372
-1,180
-46% -$203K 0.08% 104
2025
Q1
$584K Buy
2,552
+1
+0% +$229 0.21% 65
2024
Q4
$579K Sell
2,551
-713
-22% -$162K 0.21% 65
2024
Q3
$787K Sell
3,264
-683
-17% -$165K 0.29% 54
2024
Q2
$923K Sell
3,947
-18
-0.5% -$4.21K 0.37% 53
2024
Q1
$981K Sell
3,965
-116
-3% -$28.7K 0.4% 51
2023
Q4
$995K Buy
4,081
+2,672
+190% +$651K 0.43% 52
2023
Q3
$364K Sell
1,409
-30
-2% -$7.76K 0.19% 73
2023
Q2
$380K Hold
1,439
0.19% 72
2023
Q1
$356K Hold
1,439
0.19% 72
2022
Q4
$366K Hold
1,439
0.22% 67
2022
Q3
$321K Buy
1,439
+1
+0.1% +$223 0.23% 68
2022
Q2
$355K Sell
1,438
-48
-3% -$11.9K 0.25% 61
2022
Q1
$386K Sell
1,486
-122
-8% -$31.7K 0.24% 60
2021
Q4
$395K Sell
1,608
-41
-2% -$10.1K 0.25% 63
2021
Q3
$396K Sell
1,649
-85
-5% -$20.4K 0.25% 56
2021
Q2
$411K Hold
1,734
0.27% 53
2021
Q1
$411K Sell
1,734
-52
-3% -$12.3K 0.29% 50
2020
Q4
$436K Buy
+1,786
New +$436K 0.35% 45