Wheatland Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $203K | Buy |
+871
| New | +$203K | 0.84% | 43 |
|
|
2020
Q1 | – | Sell |
-4,869
| Closed | -$1.29M | – | 43 |
|
|
2019
Q4 | $1.29M | Sell |
4,869
-1,302
| -21% | -$345K | 1.65% | 15 |
|
|
2019
Q3 | $1.52M | Hold |
6,171
| – | – | 1.38% | 23 |
|
|
2019
Q2 | $1.52M | Hold |
6,171
| – | – | 1.14% | 27 |
|
|
2019
Q1 | $1.5M | Sell |
6,171
-512
| -8% | -$125K | 1.15% | 29 |
|
|
2018
Q4 | $1.47M | Hold |
6,683
| – | – | 1.28% | 28 |
|
|
2018
Q3 | $1.7M | Sell |
6,683
-133
| -2% | -$33.9K | 1.28% | 26 |
|
|
2018
Q2 | $1.59M | Hold |
6,816
| – | – | 1.29% | 24 |
|
|
2018
Q1 | $1.44M | Sell |
6,816
-52
| -0.8% | -$11K | 1.19% | 29 |
|
|
2017
Q4 | $1.43M | Sell |
6,868
-102
| -1% | -$21.3K | 1.16% | 28 |
|
|
2017
Q3 | $1.33M | Hold |
6,970
| – | – | 1.14% | 31 |
|
|
2017
Q2 | $1.33M | Sell |
6,970
-410
| -6% | -$78.1K | 1.2% | 29 |
|
|
2017
Q1 | $1.32M | Sell |
7,380
-1,230
| -14% | -$220K | 1.18% | 29 |
|
|
2016
Q4 | $1.39M | Hold |
8,610
| – | – | 1.23% | 29 |
|
|
2016
Q3 | $1.51M | Hold |
8,610
| – | – | 1.42% | 25 |
|
|
2016
Q2 | $1.43M | Hold |
8,610
| – | – | 1.37% | 27 |
|
|
2016
Q1 | $1.28M | Hold |
8,610
| – | – | 1.3% | 28 |
|
|
2015
Q4 | $1.29M | Hold |
8,610
| – | – | 1.32% | 29 |
|
|
2015
Q3 | $1.11M | Hold |
8,610
| – | – | 1.21% | 33 |
|
|
2015
Q2 | $1.19M | Hold |
8,610
| – | – | 1.14% | 33 |
|
|
2015
Q1 | $1.21M | Hold |
8,610
| – | – | 1.2% | 32 |
|
|
2014
Q4 | $1.17M | Sell |
8,610
-103
| -1% | -$14K | 1.14% | 34 |
|
|
2014
Q3 | $967K | Hold |
8,713
| – | – | 0.97% | 43 |
|
|
2014
Q2 | $1.01M | Hold |
8,713
| – | – | 0.91% | 48 |
|
|
2014
Q1 | $995K | Hold |
8,713
| – | – | 1.02% | 40 |
|
|
2013
Q4 | $939K | Buy |
+8,713
| New | +$939K | 0.98% | 43 |
|