Wealthspire Advisors (Maryland)’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2.14M Sell
9,445
-2,929
-24% -$665K 0.08% 125
2020
Q2
$2.89M Sell
12,374
-61
-0.5% -$14.2K 0.21% 76
2020
Q1
$2.79M Buy
12,435
+58
+0.5% +$13K 0.24% 62
2019
Q4
$3.28M Sell
12,377
-257
-2% -$68.2K 0.22% 71
2019
Q3
$3.12M Sell
12,634
-1,394
-10% -$344K 0.23% 72
2019
Q2
$3.45M Buy
14,028
+1,772
+14% +$436K 0.26% 63
2019
Q1
$2.99M Buy
12,256
+187
+2% +$45.6K 0.23% 69
2018
Q4
$2.65M Sell
12,069
-446
-4% -$98K 0.24% 65
2018
Q3
$3.19M Sell
12,515
-30
-0.2% -$7.64K 0.26% 58
2018
Q2
$2.93M Sell
12,545
-301
-2% -$70.3K 0.27% 59
2018
Q1
$2.72M Sell
12,846
-695
-5% -$147K 0.26% 62
2017
Q4
$2.83M Buy
13,541
+131
+1% +$27.4K 0.28% 61
2017
Q3
$2.56M Sell
13,410
-287
-2% -$54.9K 0.28% 59
2017
Q2
$2.61M Buy
13,697
+1,922
+16% +$366K 0.31% 56
2017
Q1
$2.11M Sell
11,775
-483
-4% -$86.4K 0.3% 54
2016
Q4
$1.98M Sell
12,258
-372
-3% -$60.1K 0.3% 52
2016
Q3
$2.22M Sell
12,630
-300
-2% -$52.6K 0.35% 47
2016
Q2
$2.14M Sell
12,930
-221
-2% -$36.6K 0.36% 46
2016
Q1
$1.95M Sell
13,151
-1,231
-9% -$182K 0.34% 50
2015
Q4
$2.16M Buy
+14,382
New +$2.16M 0.4% 41