Wealth Management Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-835
| Closed | -$201K | – | 115 |
|
|
2024
Q3 | $201K | Buy |
+835
| New | +$201K | 0.09% | 109 |
|
|
2024
Q2 | – | Sell |
-1,085
| Closed | -$268K | – | 108 |
|
|
2024
Q1 | $268K | Hold |
1,085
| – | – | 0.14% | 98 |
|
|
2023
Q4 | $265K | Sell |
1,085
-12
| -1% | -$2.93K | 0.15% | 99 |
|
|
2023
Q3 | $284K | Hold |
1,097
| – | – | 0.18% | 87 |
|
|
2023
Q2 | $290K | Hold |
1,097
| – | – | 0.18% | 93 |
|
|
2023
Q1 | $272K | Buy |
1,097
+97
| +10% | +$24K | 0.19% | 94 |
|
|
2022
Q4 | $323K | Hold |
1,000
| – | – | 0.27% | 72 |
|
|
2022
Q3 | $298K | Hold |
1,000
| – | – | 0.26% | 72 |
|
|
2022
Q2 | $330K | Sell |
1,000
-25
| -2% | -$8.25K | 0.29% | 67 |
|
|
2022
Q1 | $356K | Sell |
1,025
-1,025
| -50% | -$356K | 0.25% | 73 |
|
|
2021
Q4 | $377K | Buy |
2,050
+511
| +33% | +$94K | 0.26% | 76 |
|
|
2021
Q3 | $369K | Hold |
1,539
| – | – | 0.27% | 75 |
|
|
2021
Q2 | $365K | Hold |
1,539
| – | – | 0.25% | 81 |
|
|
2021
Q1 | $366K | Sell |
1,539
-38
| -2% | -$9.04K | 0.27% | 75 |
|
|
2020
Q4 | $398K | Buy |
+1,577
| New | +$398K | 0.31% | 75 |
|