Western Wealth Management’s Becton Dickinson BDX Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-1,995	Closed	-$446K	–	624
2022 Q3	$446K	Buy	1,995 +70	+4%	+$17.4K	0.03%	522
2022 Q2	$473K	Sell	1,925 -41	-2%	-$10.4K	0.03%	494
2022 Q1	$510K	Buy	1,966 +814	+71%	+$210K	0.02%	525
2021 Q4	$286K	Buy	+1,152	New	+$276K	0.03%	485
2020 Q3	–	Sell	-976	Closed	-$228K	–	450
2020 Q2	$228K	Sell	976 -95	-9%	-$22.9K	0.04%	367
2020 Q1	$238K	Sell	1,071 -89	-8%	-$22K	0.05%	310
2019 Q4	$308K	Hold	1,160	–	–	0.05%	307
2019 Q3	$285K	Buy	1,160 +41	+4%	+$10.1K	0.06%	301
2019 Q2	$275K	Sell	1,119 -171	-13%	-$39.7K	0.04%	319
2019 Q1	$312K	Buy	1,290 +61	+5%	+$14.4K	0.07%	277
2018 Q4	$272K	Buy	+1,229	New	+$285K	0.07%	263

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Western Wealth Management's BDX Position: Q4 2022 in Review

Western Wealth Management sold out of Becton Dickinson (BDX) in Q4 2022, closing a stake of 1,995 shares — an estimated $446K sold.

Western Wealth Management first reported a position in BDX in Q4 2018 and held it in 11 quarters. The position peaked at $510K in Q1 2022. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

Western Wealth Management reported no remaining Becton Dickinson position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 1,995 Becton Dickinson shares in Q4 2022, an estimated $446K.
Western Wealth Management first reported a position in Becton Dickinson in Q4 2018 and held it in 11 quarters.
Western Wealth Management's Becton Dickinson position peaked at $510K in Q1 2022.
1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.