Willow Creek Wealth Management’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-764
| Closed | -$202K | – | 134 |
|
|
2023
Q2 | $202K | Buy |
+764
| New | +$202K | 0.03% | 141 |
|
|
2022
Q2 | – | Sell |
-780
| Closed | -$202K | – | 125 |
|
|
2022
Q1 | $202K | Buy |
+780
| New | +$202K | 0.04% | 116 |
|
|
2020
Q1 | – | Sell |
-813
| Closed | -$216K | – | 68 |
|
|
2019
Q4 | $216K | Hold |
813
| – | – | 0.1% | 78 |
|
|
2019
Q3 | $201K | Buy |
+813
| New | +$201K | 0.09% | 84 |
|
|
2018
Q4 | – | Sell |
-813
| Closed | -$207K | – | 68 |
|
|
2018
Q3 | $207K | Buy |
+813
| New | +$207K | 0.12% | 68 |
|