WealthPLAN Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-185
| Closed | -$48.8K | – | 383 |
|
|
2023
Q2 | $48.8K | Sell |
185
-250
| -57% | -$66K | 0.01% | 513 |
|
|
2023
Q1 | $108K | Buy |
+435
| New | +$108K | 0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-833
| Closed | -$207K | – | 384 |
|
|
2021
Q4 | $207K | Hold |
833
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $203K | Sell |
833
-1,084
| -57% | -$264K | 0.01% | 359 |
|
|
2021
Q2 | $450K | Sell |
1,917
-1,293
| -40% | -$304K | 0.03% | 245 |
|
|
2021
Q1 | $788K | Sell |
3,210
-28,096
| -90% | -$6.9M | 0.06% | 167 |
|
|
2020
Q4 | $7.79M | Buy |
31,306
+4,825
| +18% | +$1.2M | 0.66% | 54 |
|
|
2020
Q3 | $6.21M | Buy |
26,481
+4,193
| +19% | +$983K | 0.61% | 59 |
|
|
2020
Q2 | $5.7M | Buy |
22,288
+1,965
| +10% | +$503K | 0.59% | 55 |
|
|
2020
Q1 | $5.13M | Buy |
20,323
+3,494
| +21% | +$882K | 0.67% | 48 |
|
|
2019
Q4 | $4.14M | Buy |
16,829
+1,071
| +7% | +$264K | 0.49% | 58 |
|
|
2019
Q3 | $3.8M | Buy |
15,758
+1,477
| +10% | +$356K | 0.52% | 56 |
|
|
2019
Q2 | $3.53M | Buy |
14,281
+328
| +2% | +$81.1K | 0.53% | 57 |
|
|
2019
Q1 | $3.07M | Buy |
13,953
+1,461
| +12% | +$321K | 0.48% | 64 |
|
|
2018
Q4 | $3.03M | Buy |
12,492
+1,389
| +13% | +$336K | 0.49% | 66 |
|
|
2018
Q3 | $2.59M | Sell |
11,103
-1,426
| -11% | -$333K | 0.47% | 61 |
|
|
2018
Q2 | $2.93M | Buy |
12,529
+2,843
| +29% | +$664K | 0.6% | 50 |
|
|
2018
Q1 | $2.05M | Buy |
9,686
+2,397
| +33% | +$507K | 0.45% | 66 |
|
|
2017
Q4 | $1.52M | Buy |
7,289
+2,071
| +40% | +$432K | 0.41% | 68 |
|
|
2017
Q3 | $998K | Buy |
5,218
+3
| +0.1% | +$574 | 0.28% | 75 |
|
|
2017
Q2 | $993K | Buy |
5,215
+4,958
| +1,929% | +$944K | 0.29% | 74 |
|
|
2017
Q1 | $46K | Buy |
+257
| New | +$46K | 0.16% | 117 |
|
|
2016
Q3 | $271K | Sell |
1,579
-1,313
| -45% | -$225K | 0.09% | 122 |
|
|
2016
Q2 | $246K | Buy |
+2,892
| New | +$246K | 0.03% | 330 |
|
|
2015
Q4 | $101K | Buy |
+1,882
| New | +$101K | 0.02% | 416 |
|