V Wealth Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,741
| Closed | -$460K | – | 138 |
|
|
2023
Q2 | $460K | Hold |
1,741
| – | – | 0.08% | 212 |
|
|
2023
Q1 | $431K | Hold |
1,741
| – | – | 0.08% | 220 |
|
|
2022
Q4 | $443K | Buy |
1,741
+31
| +2% | +$7.88K | 0.09% | 203 |
|
|
2022
Q3 | $381K | Sell |
1,710
-3
| -0.2% | -$668 | 0.08% | 243 |
|
|
2022
Q2 | $422K | Sell |
1,713
-43
| -2% | -$10.6K | 0.08% | 245 |
|
|
2022
Q1 | $455K | Hold |
1,756
| – | – | 0.07% | 261 |
|
|
2021
Q4 | $431K | Sell |
1,756
-904
| -34% | -$222K | 0.06% | 284 |
|
|
2021
Q3 | $638K | Sell |
2,660
-48
| -2% | -$11.5K | 0.1% | 215 |
|
|
2021
Q2 | $642K | Buy |
2,708
+102
| +4% | +$24.2K | 0.1% | 222 |
|
|
2021
Q1 | $618K | Hold |
2,606
| – | – | 0.11% | 206 |
|
|
2020
Q4 | $636K | Buy |
2,606
+1,641
| +170% | +$400K | 0.13% | 179 |
|
|
2020
Q3 | $219K | Sell |
965
-1,937
| -67% | -$440K | 0.15% | 158 |
|
|
2020
Q2 | $677K | Buy |
2,902
+587
| +25% | +$137K | 0.18% | 146 |
|
|
2020
Q1 | $520K | Buy |
2,315
+312
| +16% | +$70.1K | 0.16% | 141 |
|
|
2019
Q4 | $494K | Hold |
2,003
| – | – | 0.18% | 136 |
|
|
2019
Q3 | $494K | Buy |
2,003
+62
| +3% | +$15.3K | 0.18% | 137 |
|
|
2019
Q2 | $478K | Sell |
1,941
-51
| -3% | -$12.6K | 0.18% | 137 |
|
|
2019
Q1 | $453K | Buy |
1,992
+129
| +7% | +$29.3K | 0.18% | 133 |
|
|
2018
Q4 | $404K | Buy |
1,863
+52
| +3% | +$11.3K | 0.21% | 122 |
|
|
2018
Q3 | $462K | Buy |
+1,811
| New | +$462K | 0.21% | 119 |
|
|
2018
Q2 | – | Sell |
-1,811
| Closed | -$378K | – | 213 |
|
|
2018
Q1 | $378K | Buy |
1,811
+51
| +3% | +$10.6K | 0.2% | 123 |
|
|
2017
Q4 | $392K | Buy |
+1,760
| New | +$392K | 0.2% | 123 |
|
|
2017
Q3 | – | Sell |
-231
| Closed | -$44K | – | 240 |
|
|
2017
Q2 | $44K | Buy |
+231
| New | +$44K | 0.02% | 334 |
|