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Taylor Hoffman Wealth Management’s Becton Dickinson BDX Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$234K Buy
1,019
+67
+7% +$15.8K 0.1% 101
2024
Q1 		$236K Sell
952
-91
-9% -$21.8K 0.1% 100
2023
Q4 		$254K Hold
1,043
– – 0.11% 98
2023
Q3 		$270K Sell
1,043
-44
-4% -$11.9K 0.14% 93
2023
Q2 		$287K Hold
1,087
– – 0.14% 93
2023
Q1 		$269K Buy
1,087
+50
+5% +$12.2K 0.15% 94
2022
Q4 		$264K Sell
1,037
-135
-12% -$31.9K 0.16% 88
2022
Q3 		$261K Buy
1,172
+8
+0.7% +$1.99K 0.14% 111
2022
Q2 		$293K Sell
1,164
-112
-9% -$28.4K 0.14% 109
2022
Q1 		$331K Sell
1,276
-217
-15% -$55.9K 0.13% 109
2021
Q4 		$366K Sell
1,493
-139
-9% -$33.3K 0.14% 108
2021
Q3 		$390K Buy
1,632
+7
+0.4% +$1.72K 0.17% 98
2021
Q2 		$385K Sell
1,625
-575
-26% -$138K 0.17% 99
2021
Q1 		$522K Buy
2,200
+14
+0.6% +$3.42K 0.24% 83
2020
Q4 		$534K Sell
2,186
-10
-0.5% -$2.33K 0.27% 82
2020
Q3 		$498K Sell
2,196
-327
-13% -$80.4K 0.29% 81
2020
Q2 		$589K Hold
2,523
– – 0.37% 79
2020
Q1 		$565K Sell
2,523
-397
-14% -$98K 0.54% 67
2019
Q4 		$775K Hold
2,920
– – 0.5% 61
2019
Q3 		$721K Sell
2,920
-8
-0.3% -$1.98K 0.51% 63
2019
Q2 		$720K Buy
2,928
+12
+0.4% +$2.79K 0.58% 57
2019
Q1 		$710K Sell
2,916
-51
-2% -$12.1K 0.53% 63
2018
Q4 		$652K Buy
2,967
+163
+6% +$37.8K 0.58% 50
2018
Q3 		$714K Hold
2,804
– – 0.56% 51
2018
Q2 		$655K Buy
2,804
+7
+0.3% +$1.56K 0.57% 51
2018
Q1 		$591K Buy
2,797
+91
+3% +$19.9K 0.54% 55
2017
Q4 		$565K Buy
+2,706
New +$567K 0.54% 51

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Taylor Hoffman Wealth Management's BDX Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Becton Dickinson (BDX) stake by 7% in Q2 2024, buying an estimated $15.8K and bringing the position to 1,019 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #101.

Taylor Hoffman Wealth Management first reported a position in BDX in Q4 2017 and has held it in 27 quarters since. The position peaked at $775K in Q4 2019. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Taylor Hoffman Wealth Management held 1,019 shares of Becton Dickinson worth $234K as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 67 Becton Dickinson shares in Q2 2024, an estimated $15.8K.
  • Becton Dickinson made up 0.1% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #101 holding.
  • Taylor Hoffman Wealth Management first reported a position in Becton Dickinson in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Becton Dickinson position peaked at $775K in Q4 2019.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.