Wealth Management Partners’s Becton Dickinson BDX Stock Holding History

Wealth Management Partners’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
2024 Q4	–	Sell	-835	Closed	-$201K	–	115
2024 Q3	$201K	Buy	+835	New	+$196K	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%	-$2.96K	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%	+$23.7K	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%	-$6.35K	0.29%	67
2022 Q1	$356K	Sell	1,025 -1,025	-50%	-$264K	0.25%	73
2021 Q4	$377K	Buy	2,050 +511	+33%	+$122K	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%	-$9.28K	0.27%	75
2020 Q4	$398K	Buy	+1,577	New	+$368K	0.31%	75

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

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

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wealth Management Partners's BDX Position: Q4 2024 in Review

Wealth Management Partners sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 835 shares — an estimated $201K sold.

Wealth Management Partners first reported a position in BDX in Q4 2020 and held it in 15 quarters. The position peaked at $398K in Q4 2020. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

Wealth Management Partners reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
Wealth Management Partners sold 835 Becton Dickinson shares in Q4 2024, an estimated $201K.
Wealth Management Partners first reported a position in Becton Dickinson in Q4 2020 and held it in 15 quarters.
Wealth Management Partners's Becton Dickinson position peaked at $398K in Q4 2020.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Wealth Management Partners's 13F filing for Q4 2024, filed 16 Jan 2025.