Waverly 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 | $1.09M | Buy |
6,318
+875
| +16% | +$151K | 0.01% | 600 |
|
|
2025
Q1 | $1.25M | Buy |
5,443
+1,973
| +57% | +$452K | 0.02% | 564 |
|
|
2024
Q4 | $787K | Buy |
3,470
+1,942
| +127% | +$441K | 0.01% | 575 |
|
|
2024
Q3 | $368K | Sell |
1,528
-451
| -23% | -$109K | 0.01% | 637 |
|
|
2024
Q2 | $462K | Buy |
+1,979
| New | +$462K | 0.01% | 595 |
|
|
2015
Q4 | – | Sell |
-205
| Closed | -$27K | – | 157 |
|
|
2015
Q3 | $27K | Hold |
205
| – | – | 0.02% | 213 |
|
|
2015
Q2 | $28K | Buy |
+205
| New | +$28K | 0.02% | 190 |
|
|
2014
Q2 | – | Sell |
-421
| Closed | -$48K | – | 723 |
|
|
2014
Q1 | $48K | Sell |
421
-56
| -12% | -$6.39K | 0.02% | 223 |
|
|
2013
Q4 | $51K | Buy |
477
+1
| +0.2% | +$107 | 0.02% | 328 |
|
|
2013
Q3 | $46K | Buy |
+476
| New | +$46K | 0.02% | 263 |
|