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 |
|