Waldron Private Wealth’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,414
| Closed | -$548K | – | 307 |
|
|
2024
Q4 | $548K | Buy |
2,414
+1,161
| +93% | +$263K | 0.02% | 244 |
|
|
2024
Q3 | $302K | Sell |
1,253
-230
| -16% | -$55.5K | 0.01% | 325 |
|
|
2024
Q2 | $347K | Buy |
1,483
+264
| +22% | +$61.7K | 0.02% | 289 |
|
|
2024
Q1 | $303K | Sell |
1,219
-158
| -11% | -$39.2K | 0.01% | 311 |
|
|
2023
Q4 | $336K | Sell |
1,377
-154
| -10% | -$37.6K | 0.02% | 292 |
|
|
2023
Q3 | $396K | Buy |
1,531
+22
| +1% | +$5.69K | 0.02% | 255 |
|
|
2023
Q2 | $398K | Buy |
1,509
+165
| +12% | +$43.6K | 0.02% | 258 |
|
|
2023
Q1 | $333K | Sell |
1,344
-879
| -40% | -$218K | 0.02% | 310 |
|
|
2022
Q4 | $495K | Hold |
2,223
| – | – | 0.03% | 240 |
|
|
2022
Q3 | $495K | Sell |
2,223
-126
| -5% | -$28.1K | 0.03% | 240 |
|
|
2022
Q2 | $579K | Buy |
2,349
+27
| +1% | +$6.66K | 0.03% | 228 |
|
|
2022
Q1 | $602K | Sell |
2,322
-203
| -8% | -$52.6K | 0.03% | 235 |
|
|
2021
Q4 | $619K | Buy |
2,525
+76
| +3% | +$18.6K | 0.03% | 236 |
|
|
2021
Q3 | $587K | Buy |
2,449
+287
| +13% | +$68.8K | 0.03% | 204 |
|
|
2021
Q2 | $512K | Sell |
2,162
-373
| -15% | -$88.3K | 0.03% | 201 |
|
|
2021
Q1 | $601K | Buy |
2,535
+29
| +1% | +$6.88K | 0.04% | 176 |
|
|
2020
Q4 | $611K | Sell |
2,506
-39
| -2% | -$9.51K | 0.05% | 165 |
|
|
2020
Q3 | $577K | Buy |
2,545
+31
| +1% | +$7.03K | 0.05% | 153 |
|
|
2020
Q2 | $586K | Buy |
2,514
+38
| +2% | +$8.86K | 0.05% | 145 |
|
|
2020
Q1 | $555K | Buy |
2,476
+311
| +14% | +$69.7K | 0.06% | 138 |
|
|
2019
Q4 | $574K | Hold |
2,165
| – | – | 0.05% | 151 |
|
|
2019
Q3 | $534K | Sell |
2,165
-200
| -8% | -$49.3K | 0.05% | 144 |
|
|
2019
Q2 | $581K | Sell |
2,365
-129
| -5% | -$31.7K | 0.06% | 126 |
|
|
2019
Q1 | $607K | Buy |
2,494
+479
| +24% | +$117K | 0.07% | 128 |
|
|
2018
Q4 | $442K | Buy |
2,015
+344
| +21% | +$75.5K | 0.06% | 137 |
|
|
2018
Q3 | $425K | Buy |
1,671
+13
| +0.8% | +$3.31K | 0.08% | 112 |
|
|
2018
Q2 | $387K | Sell |
1,658
-86
| -5% | -$20.1K | 0.08% | 108 |
|
|
2018
Q1 | $368K | Sell |
1,744
-119
| -6% | -$25.1K | 0.08% | 106 |
|
|
2017
Q4 | $389K | Buy |
1,863
+265
| +17% | +$55.3K | 0.09% | 94 |
|
|
2017
Q3 | $305K | Buy |
1,598
+446
| +39% | +$85.1K | 0.09% | 111 |
|
|
2017
Q2 | $219K | Sell |
1,152
-1,014
| -47% | -$193K | 0.07% | 118 |
|
|
2017
Q1 | $383K | Buy |
+2,166
| New | +$383K | 0.1% | 133 |
|