United Capital Financial 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 | $1.63M | Buy |
9,457
+25
| +0.3% | +$4.31K | 0.01% | 483 |
|
2025
Q1 | $2.16M | Sell |
9,432
-8,450
| -47% | -$1.94M | 0.02% | 409 |
|
2024
Q4 | $4.06M | Buy |
17,882
+7,752
| +77% | +$1.76M | 0.03% | 292 |
|
2024
Q3 | $2.44M | Buy |
10,130
+1,133
| +13% | +$273K | 0.02% | 375 |
|
2024
Q2 | $2.1M | Buy |
8,997
+382
| +4% | +$89.3K | 0.02% | 391 |
|
2024
Q1 | $2.13M | Sell |
8,615
-577
| -6% | -$143K | 0.02% | 414 |
|
2023
Q4 | $2.24M | Buy |
9,192
+1,826
| +25% | +$445K | 0.02% | 395 |
|
2023
Q3 | $1.9M | Sell |
7,366
-189,137
| -96% | -$48.9M | 0.01% | 431 |
|
2023
Q2 | $51.9M | Sell |
196,503
-2,013
| -1% | -$531K | 0.28% | 73 |
|
2023
Q1 | $49.1M | Sell |
198,516
-75,838
| -28% | -$18.8M | 0.27% | 75 |
|
2022
Q4 | $69.8M | Buy |
274,354
+394
| +0.1% | +$100K | 0.39% | 50 |
|
2022
Q3 | $61M | Sell |
273,960
-1,651
| -0.6% | -$368K | 0.36% | 54 |
|
2022
Q2 | $67.9M | Sell |
275,611
-7,214
| -3% | -$1.78M | 0.37% | 53 |
|
2022
Q1 | $73.4M | Sell |
282,825
-37,350
| -12% | -$9.69M | 0.36% | 55 |
|
2021
Q4 | $78.6M | Buy |
320,175
+3,078
| +1% | +$755K | 0.36% | 53 |
|
2021
Q3 | $76M | Sell |
317,097
-115,158
| -27% | -$27.6M | 0.38% | 52 |
|
2021
Q2 | $103M | Buy |
432,255
+202,046
| +88% | +$47.9M | 0.52% | 35 |
|
2021
Q1 | $54.6M | Buy |
230,209
+6,523
| +3% | +$1.55M | 0.3% | 72 |
|
2020
Q4 | $54.6M | Buy |
223,686
+1,437
| +0.6% | +$351K | 0.33% | 71 |
|
2020
Q3 | $50.5M | Buy |
222,249
+316
| +0.1% | +$71.7K | 0.33% | 69 |
|
2020
Q2 | $51.8M | Buy |
221,933
+1,257
| +0.6% | +$293K | 0.38% | 60 |
|
2020
Q1 | $49.5M | Buy |
220,676
+7,304
| +3% | +$1.64M | 0.41% | 55 |
|
2019
Q4 | $56.6M | Buy |
213,372
+7,973
| +4% | +$2.12M | 0.37% | 57 |
|
2019
Q3 | $50.7M | Sell |
205,399
-4,216
| -2% | -$1.04M | 0.35% | 59 |
|
2019
Q2 | $51.5M | Buy |
209,615
+9,440
| +5% | +$2.32M | 0.34% | 61 |
|
2019
Q1 | $48.8M | Buy |
200,175
+5,024
| +3% | +$1.22M | 0.34% | 62 |
|
2018
Q4 | $42.9M | Sell |
195,151
-12,374
| -6% | -$2.72M | 0.34% | 67 |
|
2018
Q3 | $52.8M | Sell |
207,525
-13,163
| -6% | -$3.35M | 0.37% | 57 |
|
2018
Q2 | $51.6M | Buy |
220,688
+982
| +0.4% | +$230K | 0.38% | 48 |
|
2018
Q1 | $46.4M | Sell |
219,706
-8,441
| -4% | -$1.78M | 0.35% | 56 |
|
2017
Q4 | $47.7M | Buy |
228,147
+40,230
| +21% | +$8.41M | 0.38% | 52 |
|
2017
Q3 | $35.9M | Sell |
187,917
-2,474
| -1% | -$473K | 0.3% | 70 |
|
2017
Q2 | $36.2M | Buy |
190,391
+793
| +0.4% | +$151K | 0.32% | 63 |
|
2017
Q1 | $33.9M | Buy |
189,598
+3,071
| +2% | +$550K | 0.32% | 71 |
|
2016
Q4 | $30.1M | Sell |
186,527
-23,224
| -11% | -$3.75M | 0.29% | 74 |
|
2016
Q3 | $36.8M | Buy |
209,751
+2,541
| +1% | +$446K | 0.36% | 58 |
|
2016
Q2 | $34.4M | Buy |
207,210
+14,422
| +7% | +$2.39M | 0.35% | 51 |
|
2016
Q1 | $28.6M | Buy |
192,788
+24,733
| +15% | +$3.66M | 0.31% | 59 |
|
2015
Q4 | $25.3M | Buy |
168,055
+52,751
| +46% | +$7.93M | 0.29% | 65 |
|
2015
Q3 | $14.9M | Sell |
115,304
-40,854
| -26% | -$5.29M | 0.18% | 116 |
|
2015
Q2 | $21.6M | Buy |
156,158
+20,924
| +15% | +$2.89M | 0.25% | 93 |
|
2015
Q1 | $18.6M | Buy |
135,234
+43,592
| +48% | +$5.99M | 0.23% | 108 |
|
2014
Q4 | $12.4M | Buy |
91,642
+2,557
| +3% | +$347K | 0.19% | 141 |
|
2014
Q3 | $9.89M | Buy |
89,085
+179
| +0.2% | +$19.9K | 0.17% | 149 |
|
2014
Q2 | $10.3M | Buy |
88,906
+4,036
| +5% | +$466K | 0.19% | 141 |
|
2014
Q1 | $9.69M | Buy |
+84,870
| New | +$9.69M | 0.21% | 114 |
|
2013
Q4 | – | Sell |
-81,940
| Closed | -$8M | – | 646 |
|
2013
Q3 | $8M | Sell |
81,940
-1,595
| -2% | -$156K | 0.25% | 89 |
|
2013
Q2 | $8.05M | Buy |
+83,535
| New | +$8.05M | 0.21% | 128 |
|