Summit Trail Advisors’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 | $331K | Buy |
+1,922
| New | +$331K | 0.01% | 889 |
|
|
2024
Q4 | – | Sell |
-1,304
| Closed | -$314K | – | 441 |
|
|
2024
Q3 | $314K | Sell |
1,304
-118
| -8% | -$28.5K | 0.01% | 531 |
|
|
2024
Q2 | $332K | Buy |
1,422
+71
| +5% | +$16.6K | 0.01% | 457 |
|
|
2024
Q1 | $334K | Buy |
1,351
+26
| +2% | +$6.43K | 0.01% | 427 |
|
|
2023
Q4 | $323K | Sell |
1,325
-436
| -25% | -$106K | 0.01% | 386 |
|
|
2023
Q3 | $455K | Buy |
1,761
+165
| +10% | +$42.7K | 0.02% | 292 |
|
|
2023
Q2 | $421K | Buy |
1,596
+780
| +96% | +$206K | 0.02% | 299 |
|
|
2023
Q1 | $202K | Buy |
+816
| New | +$202K | 0.01% | 387 |
|
|
2018
Q4 | – | Sell |
-540
| Closed | -$138K | – | 130 |
|
|
2018
Q3 | $138K | Buy |
+540
| New | +$138K | 0.03% | 226 |
|
|
2018
Q2 | – | Sell |
-1,134
| Closed | -$241K | – | 505 |
|
|
2018
Q1 | $241K | Buy |
1,134
+93
| +9% | +$19.8K | 0.04% | 327 |
|
|
2017
Q4 | $240K | Buy |
+1,041
| New | +$240K | 0.03% | 372 |
|