TrinityPoint Wealth’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$558K Sell
2,461
-7
-0.3% -$1.59K 0.08% 219
2024
Q3
$595K Buy
2,468
+28
+1% +$6.75K 0.09% 206
2024
Q2
$570K Buy
2,440
+20
+0.8% +$4.67K 0.09% 193
2024
Q1
$599K Sell
2,420
-149
-6% -$36.9K 0.1% 183
2023
Q4
$626K Sell
2,569
-11
-0.4% -$2.68K 0.11% 170
2023
Q3
$667K Sell
2,580
-500
-16% -$129K 0.13% 154
2023
Q2
$813K Buy
3,080
+25
+0.8% +$6.6K 0.16% 131
2023
Q1
$756K Buy
3,055
+16
+0.5% +$3.96K 0.16% 131
2022
Q4
$773K Buy
3,039
+198
+7% +$50.4K 0.18% 129
2022
Q3
$633K Buy
2,841
+89
+3% +$19.8K 0.14% 142
2022
Q2
$678K Sell
2,752
-45
-2% -$11.1K 0.15% 131
2022
Q1
$726K Buy
2,797
+36
+1% +$9.34K 0.13% 140
2021
Q4
$677K Buy
2,761
+126
+5% +$30.9K 0.12% 145
2021
Q3
$632K Buy
2,635
+12
+0.5% +$2.88K 0.12% 145
2021
Q2
$622K Buy
2,623
+97
+4% +$23K 0.13% 143
2021
Q1
$599K Buy
2,526
+90
+4% +$21.3K 0.14% 135
2020
Q4
$614K Buy
2,436
+60
+3% +$15.1K 0.15% 125
2020
Q3
$539K Buy
2,376
+34
+1% +$7.71K 0.15% 132
2020
Q2
$547K Sell
2,342
-397
-14% -$92.7K 0.17% 123
2020
Q1
$614K Buy
2,739
+171
+7% +$38.3K 0.24% 104
2019
Q4
$681K Buy
2,568
+46
+2% +$12.2K 0.23% 114
2019
Q3
$641K Buy
2,522
+143
+6% +$36.3K 0.22% 114
2019
Q2
$595K Buy
2,379
+40
+2% +$10K 0.29% 88
2019
Q1
$570K Sell
2,339
-73
-3% -$17.8K 0.28% 93
2018
Q4
$530K Buy
+2,412
New +$530K 0.33% 84