TBWA
Three Bridge Wealth Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,453
| Closed | -$330K | – | 85 |
|
|
2024
Q4 | $330K | Sell |
1,453
-78
| -5% | -$17.7K | 0.12% | 71 |
|
|
2024
Q3 | $369K | Hold |
1,531
| – | – | 0.14% | 66 |
|
|
2024
Q2 | $358K | Sell |
1,531
-49
| -3% | -$11.5K | 0.14% | 66 |
|
|
2024
Q1 | $391K | Sell |
1,580
-112
| -7% | -$27.7K | 0.15% | 70 |
|
|
2023
Q4 | $413K | Sell |
1,692
-298
| -15% | -$72.7K | 0.14% | 64 |
|
|
2023
Q3 | $514K | Sell |
1,990
-1,114
| -36% | -$288K | 0.21% | 58 |
|
|
2023
Q2 | $819K | Sell |
3,104
-264
| -8% | -$69.7K | 0.35% | 49 |
|
|
2023
Q1 | $834K | Sell |
3,368
-427
| -11% | -$106K | 0.39% | 49 |
|
|
2022
Q4 | $965K | Sell |
3,795
-52
| -1% | -$13.2K | 0.52% | 37 |
|
|
2022
Q3 | $857K | Sell |
3,847
-65
| -2% | -$14.5K | 0.44% | 44 |
|
|
2022
Q2 | $964K | Sell |
3,912
-92
| -2% | -$22.7K | 0.47% | 43 |
|
|
2022
Q1 | $1.07M | Buy |
+4,004
| New | +$1.07M | 0.3% | 43 |
|