Willner & Heller’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,214
| Closed | -$293K | – | 155 |
|
2024
Q3 | $293K | Buy |
1,214
+5
| +0.4% | +$1.21K | 0.26% | 118 |
|
2024
Q2 | $283K | Buy |
1,209
+9
| +0.8% | +$2.1K | 0.27% | 118 |
|
2024
Q1 | $297K | Buy |
1,200
+5
| +0.4% | +$1.24K | 0.3% | 114 |
|
2023
Q4 | $291K | Buy |
+1,195
| New | +$291K | 0.33% | 107 |
|
2022
Q4 | $285K | Buy |
1,120
+20
| +2% | +$5.09K | 0.4% | 94 |
|
2022
Q3 | $245K | Buy |
1,100
+4
| +0.4% | +$891 | 0.4% | 95 |
|
2022
Q2 | $270K | Sell |
1,096
-19
| -2% | -$4.68K | 0.42% | 91 |
|
2022
Q1 | $274K | Buy |
1,115
+3
| +0.3% | +$737 | 0.34% | 107 |
|
2021
Q4 | $267K | Buy |
+1,112
| New | +$267K | 0.36% | 102 |
|