Summit Trail Advisors’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.94M Buy
2025
Q2
$331K Buy
2024
Q4
Sell
2024
Q3
$314K Sell
2024
Q2
$332K Buy
2024
Q1
$334K Buy
2023
Q4
$323K Sell
2023
Q3
$455K Buy
2023
Q2
$421K Buy
2023
Q1
$202K Buy
2018
Q4
Sell
2018
Q3
$138K Buy
2018
Q2
Sell
2018
Q1
$241K Buy
2017
Q4
$240K Buy