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TrinityPoint Wealth’s Becton Dickinson BDX Stock Holding History

TrinityPoint Wealth’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
Q4 		$558K Sell
2,461
-7
-0.3% -$1.62K 0.08% 219
2024
Q3 		$595K Buy
2,468
+28
+1% +$6.56K 0.09% 206
2024
Q2 		$570K Buy
2,440
+20
+0.8% +$4.71K 0.09% 193
2024
Q1 		$599K Sell
2,420
-149
-6% -$35.7K 0.1% 183
2023
Q4 		$626K Sell
2,569
-11
-0.4% -$2.71K 0.11% 170
2023
Q3 		$667K Sell
2,580
-500
-16% -$135K 0.13% 154
2023
Q2 		$813K Buy
3,080
+25
+0.8% +$6.35K 0.16% 131
2023
Q1 		$756K Buy
3,055
+16
+0.5% +$3.92K 0.16% 131
2022
Q4 		$773K Buy
3,039
+198
+7% +$46.7K 0.18% 129
2022
Q3 		$633K Buy
2,841
+89
+3% +$22.1K 0.14% 142
2022
Q2 		$678K Sell
2,752
-45
-2% -$11.4K 0.15% 131
2022
Q1 		$726K Buy
2,797
+36
+1% +$9.27K 0.13% 140
2021
Q4 		$677K Buy
2,761
+126
+5% +$30.2K 0.12% 145
2021
Q3 		$632K Buy
2,635
+12
+0.5% +$2.94K 0.12% 145
2021
Q2 		$622K Buy
2,623
+97
+4% +$23.3K 0.13% 143
2021
Q1 		$599K Buy
2,526
+90
+4% +$22K 0.14% 135
2020
Q4 		$614K Buy
2,436
+60
+3% +$14K 0.15% 125
2020
Q3 		$539K Buy
2,376
+34
+1% +$8.36K 0.15% 132
2020
Q2 		$547K Sell
2,342
-397
-14% -$95.7K 0.17% 123
2020
Q1 		$614K Buy
2,739
+171
+7% +$42.2K 0.24% 104
2019
Q4 		$681K Buy
2,568
+46
+2% +$11.5K 0.23% 114
2019
Q3 		$641K Buy
2,522
+143
+6% +$35.3K 0.22% 114
2019
Q2 		$595K Buy
2,379
+40
+2% +$9.29K 0.29% 88
2019
Q1 		$570K Sell
2,339
-73
-3% -$17.3K 0.28% 93
2018
Q4 		$530K Buy
+2,412
New +$560K 0.33% 84

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

TrinityPoint Wealth's BDX Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Becton Dickinson (BDX) stake by 0.28% in Q4 2024, selling an estimated $1.62K and leaving 2,461 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #219.

TrinityPoint Wealth first reported a position in BDX in Q4 2018 and has held it in 25 quarters since. The position peaked at $813K in Q2 2023. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • TrinityPoint Wealth held 2,461 shares of Becton Dickinson worth $558K as of Q4 2024.
  • TrinityPoint Wealth sold 7 Becton Dickinson shares in Q4 2024, an estimated $1.62K.
  • Becton Dickinson made up 0.08% of TrinityPoint Wealth's portfolio in Q4 2024, its #219 holding.
  • TrinityPoint Wealth first reported a position in Becton Dickinson in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Becton Dickinson position peaked at $813K in Q2 2023.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.