WMS Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,283
| Closed | -$304K | – | 281 |
|
|
2021
Q2 | $304K | Sell |
1,283
-14
| -1% | -$3.36K | 0.05% | 201 |
|
|
2021
Q1 | $308K | Sell |
1,297
-471
| -27% | -$115K | 0.07% | 170 |
|
|
2020
Q4 | $432K | Sell |
1,768
-34
| -2% | -$7.93K | 0.07% | 144 |
|
|
2020
Q3 | $409K | Buy |
1,802
+34
| +2% | +$8.36K | 0.08% | 139 |
|
|
2020
Q2 | $413K | Buy |
1,768
+346
| +24% | +$83.4K | 0.09% | 125 |
|
|
2020
Q1 | $319K | Buy |
+1,422
| New | +$351K | 0.09% | 136 |
|
|
2019
Q4 | – | Sell |
-1,022
| Closed | -$252K | – | 221 |
|
|
2019
Q3 | $252K | Sell |
1,022
-80
| -7% | -$19.7K | 0.06% | 192 |
|
|
2019
Q2 | $271K | Buy |
1,102
+146
| +15% | +$33.9K | 0.07% | 170 |
|
|
2019
Q1 | $233K | Sell |
956
-55
| -5% | -$13K | 0.06% | 174 |
|
|
2018
Q4 | $222K | Sell |
1,011
-10,767
| -91% | -$2.5M | 0.06% | 168 |
|
|
2018
Q3 | $3M | Hold |
11,778
| – | – | 0.34% | 49 |
|
|
2018
Q2 | $2.75M | Sell |
11,778
-20
| -0.2% | -$4.45K | 0.32% | 50 |
|
|
2018
Q1 | $2.49M | Sell |
11,798
-56
| -0.5% | -$12.3K | 0.3% | 55 |
|
|
2017
Q4 | $2.48M | Buy |
11,854
+78
| +0.7% | +$16.3K | 0.28% | 56 |
|
|
2017
Q3 | $2.25M | Hold |
11,776
| – | – | 0.27% | 58 |
|
|
2017
Q2 | $2.24M | Buy |
11,776
+316
| +3% | +$57.7K | 0.28% | 59 |
|
|
2017
Q1 | $2.05M | Sell |
11,460
-102
| -0.9% | -$17.8K | 0.26% | 60 |
|
|
2016
Q4 | $1.87M | Sell |
11,562
-46
| -0.4% | -$7.63K | 0.25% | 61 |
|
|
2016
Q3 | $2.04M | Hold |
11,608
| – | – | 0.27% | 59 |
|
|
2016
Q2 | $1.92M | Sell |
11,608
-743
| -6% | -$119K | 0.27% | 60 |
|
|
2016
Q1 | $1.83M | Hold |
12,351
| – | – | 0.25% | 63 |
|
|
2015
Q4 | $1.86M | Sell |
12,351
-298
| -2% | -$42.9K | 0.27% | 64 |
|
|
2015
Q3 | $1.64M | Sell |
12,649
-131
| -1% | -$18.3K | 0.25% | 66 |
|
|
2015
Q2 | $1.77M | Buy |
+12,780
| New | +$1.76M | 0.21% | 92 |
|
|
2015
Q1 | – | Sell |
-12,505
| Closed | -$1.7M | – | 281 |
|
|
2014
Q4 | $1.7M | Sell |
12,505
-1,230
| -9% | -$157K | 0.26% | 65 |
|
|
2014
Q3 | $1.52M | Hold |
13,735
| – | – | 0.24% | 67 |
|
|
2014
Q2 | $1.58M | Sell |
13,735
-11
| -0.1% | -$1.25K | 0.24% | 66 |
|
|
2014
Q1 | $1.57M | Buy |
13,746
+100
| +0.7% | +$11K | 0.25% | 66 |
|
|
2013
Q4 | $1.47M | Hold |
13,646
| – | – | 0.24% | 64 |
|
|
2013
Q3 | $1.33M | Sell |
13,646
-184
| -1% | -$18K | 0.25% | 61 |
|
|
2013
Q2 | $1.33M | Buy |
+13,830
| New | +$1.32M | 0.24% | 66 |
|
Other funds holding BDX
WMS Partners's BDX Position: Q3 2021 in Review
WMS Partners sold out of Becton Dickinson (BDX) in Q3 2021, closing a stake of 1,283 shares — an estimated $304K sold.
WMS Partners first reported a position in BDX in Q2 2013 and held it in 31 quarters. The position peaked at $3M in Q3 2018. 1,472 funds tracked by Wall St. Rank hold BDX as of Q3 2021.
- WMS Partners reported no remaining Becton Dickinson position as of Q3 2021 after selling out during the quarter.
- WMS Partners sold 1,283 Becton Dickinson shares in Q3 2021, an estimated $304K.
- WMS Partners first reported a position in Becton Dickinson in Q2 2013 and held it in 31 quarters.
- WMS Partners's Becton Dickinson position peaked at $3M in Q3 2018.
- 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.
Based on WMS Partners's 13F filing for Q3 2021, filed 12 Nov 2021.