Summit Financial’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 | $360K | Sell |
2,088
-1,523
| -42% | -$262K | 0.01% | 644 |
|
|
2025
Q1 | $827K | Sell |
3,611
-521
| -13% | -$119K | 0.02% | 406 |
|
|
2024
Q4 | $937K | Buy |
4,132
+1,445
| +54% | +$328K | 0.03% | 328 |
|
|
2024
Q3 | $648K | Buy |
2,687
+37
| +1% | +$8.92K | 0.03% | 330 |
|
|
2024
Q2 | $619K | Buy |
2,650
+1,191
| +82% | +$278K | 0.03% | 293 |
|
|
2024
Q1 | $361K | Sell |
1,459
-304
| -17% | -$75.2K | 0.02% | 299 |
|
|
2023
Q4 | $430K | Buy |
1,763
+72
| +4% | +$17.6K | 0.03% | 262 |
|
|
2023
Q3 | $437K | Buy |
1,691
+39
| +2% | +$10.1K | 0.03% | 250 |
|
|
2023
Q2 | $436K | Buy |
+1,652
| New | +$436K | 0.03% | 243 |
|
|
2022
Q3 | – | Sell |
-2,037
| Closed | -$502K | – | 255 |
|
|
2022
Q2 | $502K | Sell |
2,037
-135
| -6% | -$33.3K | 0.05% | 156 |
|
|
2022
Q1 | $564K | Buy |
2,172
+996
| +85% | +$258K | 0.04% | 164 |
|
|
2021
Q4 | $288K | Buy |
1,176
+27
| +2% | +$6.62K | 0.02% | 216 |
|
|
2021
Q3 | $276K | Buy |
1,149
+66
| +6% | +$15.8K | 0.02% | 192 |
|
|
2021
Q2 | $257K | Buy |
+1,083
| New | +$257K | 0.03% | 150 |
|