Waldron Private Wealth’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,414
| Closed | -$548K | – | 307 |
|
|
2024
Q4 | $548K | Buy |
2,414
+1,161
| +93% | +$268K | 0.02% | 244 |
|
|
2024
Q3 | $302K | Sell |
1,253
-230
| -16% | -$53.9K | 0.01% | 325 |
|
|
2024
Q2 | $347K | Buy |
1,483
+264
| +22% | +$62.2K | 0.02% | 289 |
|
|
2024
Q1 | $303K | Sell |
1,219
-158
| -11% | -$37.8K | 0.01% | 311 |
|
|
2023
Q4 | $336K | Sell |
1,377
-154
| -10% | -$38K | 0.02% | 292 |
|
|
2023
Q3 | $396K | Buy |
1,531
+22
| +1% | +$5.94K | 0.02% | 255 |
|
|
2023
Q2 | $398K | Buy |
1,509
+165
| +12% | +$41.9K | 0.02% | 258 |
|
|
2023
Q1 | $333K | Sell |
1,344
-879
| -40% | -$215K | 0.02% | 310 |
|
|
2022
Q4 | $495K | Hold |
2,223
| – | – | 0.03% | 240 |
|
|
2022
Q3 | $495K | Sell |
2,223
-126
| -5% | -$31.4K | 0.03% | 240 |
|
|
2022
Q2 | $579K | Buy |
2,349
+27
| +1% | +$6.86K | 0.03% | 228 |
|
|
2022
Q1 | $602K | Sell |
2,322
-203
| -8% | -$52.3K | 0.03% | 235 |
|
|
2021
Q4 | $619K | Buy |
2,525
+76
| +3% | +$18.2K | 0.03% | 236 |
|
|
2021
Q3 | $587K | Buy |
2,449
+287
| +13% | +$70.4K | 0.03% | 204 |
|
|
2021
Q2 | $512K | Sell |
2,162
-373
| -15% | -$89.4K | 0.03% | 201 |
|
|
2021
Q1 | $601K | Buy |
2,535
+29
| +1% | +$7.08K | 0.04% | 176 |
|
|
2020
Q4 | $611K | Sell |
2,506
-39
| -2% | -$9.09K | 0.05% | 165 |
|
|
2020
Q3 | $577K | Buy |
2,545
+31
| +1% | +$7.62K | 0.05% | 153 |
|
|
2020
Q2 | $586K | Buy |
2,514
+38
| +2% | +$9.16K | 0.05% | 145 |
|
|
2020
Q1 | $555K | Buy |
2,476
+311
| +14% | +$76.8K | 0.06% | 138 |
|
|
2019
Q4 | $574K | Hold |
2,165
| – | – | 0.05% | 151 |
|
|
2019
Q3 | $534K | Sell |
2,165
-200
| -8% | -$49.4K | 0.05% | 144 |
|
|
2019
Q2 | $581K | Sell |
2,365
-129
| -5% | -$30K | 0.06% | 126 |
|
|
2019
Q1 | $607K | Buy |
2,494
+479
| +24% | +$113K | 0.07% | 128 |
|
|
2018
Q4 | $442K | Buy |
2,015
+344
| +21% | +$79.8K | 0.06% | 137 |
|
|
2018
Q3 | $425K | Buy |
1,671
+13
| +0.8% | +$3.2K | 0.08% | 112 |
|
|
2018
Q2 | $387K | Sell |
1,658
-86
| -5% | -$19.1K | 0.08% | 108 |
|
|
2018
Q1 | $368K | Sell |
1,744
-119
| -6% | -$26.1K | 0.08% | 106 |
|
|
2017
Q4 | $389K | Buy |
1,863
+265
| +17% | +$55.5K | 0.09% | 94 |
|
|
2017
Q3 | $305K | Buy |
1,598
+446
| +39% | +$86.5K | 0.09% | 111 |
|
|
2017
Q2 | $219K | Sell |
1,152
-1,014
| -47% | -$185K | 0.07% | 118 |
|
|
2017
Q1 | $383K | Buy |
+2,166
| New | +$378K | 0.1% | 133 |
|
Other funds holding BDX
GIM
Waldron Private Wealth's BDX Position: Q1 2025 in Review
Waldron Private Wealth sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 2,414 shares — an estimated $548K sold.
Waldron Private Wealth first reported a position in BDX in Q1 2017 and held it in 32 quarters. The position peaked at $619K in Q4 2021. 1,609 funds tracked by Wall St. Rank hold BDX as of Q1 2025.
- Waldron Private Wealth reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
- Waldron Private Wealth sold 2,414 Becton Dickinson shares in Q1 2025, an estimated $548K.
- Waldron Private Wealth first reported a position in Becton Dickinson in Q1 2017 and held it in 32 quarters.
- Waldron Private Wealth's Becton Dickinson position peaked at $619K in Q4 2021.
- 1,609 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.
Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.