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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$905K Sell
5,253
-2,274
-30% -$392K 0.01% 411
2025
Q1
$1.72M Sell
7,527
-256
-3% -$58.6K 0.01% 295
2024
Q4
$1.77M Sell
7,783
-831
-10% -$189K 0.02% 265
2024
Q3
$2.08M Buy
8,614
+296
+4% +$71.4K 0.02% 249
2024
Q2
$1.94M Buy
8,318
+215
+3% +$50.2K 0.02% 208
2024
Q1
$2.01M Sell
8,103
-677
-8% -$168K 0.03% 196
2023
Q4
$2.14M Buy
8,780
+755
+9% +$184K 0.03% 183
2023
Q3
$2.07M Buy
8,025
+1,019
+15% +$263K 0.03% 165
2023
Q2
$1.85M Sell
7,006
-476
-6% -$126K 0.03% 161
2023
Q1
$1.85M Sell
7,482
-1,058
-12% -$262K 0.03% 164
2022
Q4
$2.17M Buy
8,540
+494
+6% +$126K 0.04% 143
2022
Q3
$1.79M Buy
8,046
+73
+0.9% +$16.3K 0.04% 155
2022
Q2
$1.97M Buy
7,973
+2,363
+42% +$583K 0.04% 151
2022
Q1
$1.46M Sell
5,610
-1,048
-16% -$272K 0.03% 149
2021
Q4
$1.63M Buy
6,658
+272
+4% +$66.8K 0.04% 166
2021
Q3
$1.53M Buy
6,386
+438
+7% +$105K 0.03% 196
2021
Q2
$1.41M Sell
5,948
-4,228
-42% -$1M 0.04% 133
2021
Q1
$2.41M Buy
10,176
+1,310
+15% +$311K 0.06% 156
2020
Q4
$2.16M Buy
8,866
+7,084
+398% +$1.73M 0.06% 128
2020
Q3
$405K Sell
1,782
-94
-5% -$21.4K 0.02% 197
2020
Q2
$438K Sell
1,876
-11,932
-86% -$2.79M 0.03% 164
2020
Q1
$3.1M Buy
13,808
+12,924
+1,462% +$2.9M 0.13% 88
2019
Q4
$234K Buy
+884
New +$234K 0.02% 183
2019
Q1
Sell
-198
Closed -$43K 131
2018
Q4
$43K Buy
+198
New +$43K ﹤0.01% 204