Wealth Architects’s Becton Dickinson BDX Stock Holding History

Wealth Architects’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-773	Closed	-$204K	–	189
2023 Q2	$204K	Buy	+773	New	+$196K	0.03%	183
2022 Q2	–	Sell	-792	Closed	-$206K	–	186
2022 Q1	$206K	Buy	+792	New	+$204K	0.04%	189
2021 Q1	–	Sell	-828	Closed	-$202K	–	169
2020 Q4	$202K	Buy	+828	New	+$193K	0.05%	151
2020 Q1	–	Sell	-959	Closed	-$255K	–	130
2019 Q4	$255K	Hold	959	–	–	0.07%	110
2019 Q3	$237K	Sell	959 -3	-0.3%	-$741	0.07%	111
2019 Q2	$237K	Buy	962 +10	+1%	+$2.32K	0.07%	116
2019 Q1	$232K	Hold	952	–	–	0.07%	114
2018 Q4	$209K	Sell	952 -19	-2%	-$4.41K	0.08%	112
2018 Q3	$247K	Sell	971 -81	-8%	-$20K	0.08%	118
2018 Q2	$246K	Sell	1,052 -2	-0.2%	-$445	0.08%	108
2018 Q1	$223K	Sell	1,054 -47	-4%	-$10.3K	0.07%	112
2017 Q4	$230K	Buy	+1,101	New	+$231K	0.08%	116

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return