Summit Financial Group’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$250K Sell
1,012
-5
-0.5% -$1.24K 0.09% 173
2023
Q4
$248K Buy
1,017
+5
+0.5% +$1.22K 0.09% 170
2023
Q3
$262K Hold
1,012
0.11% 159
2023
Q2
$267K Sell
1,012
-115
-10% -$30.4K 0.1% 161
2023
Q1
$279K Hold
1,127
0.11% 159
2022
Q4
$287K Hold
1,127
0.11% 159
2022
Q3
$251K Hold
1,127
0.1% 165
2022
Q2
$278K Sell
1,127
-28
-2% -$6.91K 0.11% 164
2022
Q1
$300K Hold
1,155
0.1% 167
2021
Q4
$284K Sell
1,155
-209
-15% -$51.4K 0.09% 185
2021
Q3
$327K Sell
1,364
-63
-4% -$15.1K 0.12% 160
2021
Q2
$339K Buy
1,427
+479
+51% +$114K 0.13% 152
2021
Q1
$225K Sell
948
-16
-2% -$3.8K 0.09% 178
2020
Q4
$235K Sell
964
-88
-8% -$21.5K 0.1% 156
2020
Q3
$239K Hold
1,052
0.12% 135
2020
Q2
$245K Sell
1,052
-2
-0.2% -$466 0.13% 133
2020
Q1
$236K Hold
1,054
0.14% 121
2019
Q4
$280K Hold
1,054
0.13% 131
2019
Q3
$260K Buy
1,054
+207
+24% +$51.1K 0.13% 133
2019
Q2
$208K Buy
+847
New +$208K 0.09% 157