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WR Wealth Planners’s Becton Dickinson BDX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$627K Sell
2,765
-312
-10% -$72K 0.2% 75
2024
Q3 		$742K Buy
3,077
+99
+3% +$23.2K 0.21% 79
2024
Q2 		$696K Buy
2,978
+42
+1% +$9.89K 0.21% 74
2024
Q1 		$726K Buy
2,936
+580
+25% +$139K 0.23% 65
2023
Q4 		$574K Buy
2,356
+267
+13% +$65.8K 0.21% 89
2023
Q3 		$540K Buy
2,089
+88
+4% +$23.8K 0.21% 75
2023
Q2 		$528K Buy
2,001
+68
+4% +$17.3K 0.2% 78
2023
Q1 		$479K Buy
1,933
+100
+5% +$24.5K 0.21% 79
2022
Q4 		$466K Buy
1,833
+30
+2% +$7.08K 0.29% 58
2022
Q3 		$402K Buy
1,803
+122
+7% +$30.4K 0.28% 58
2022
Q2 		$414K Sell
1,681
-273
-14% -$69.3K 0.27% 60
2022
Q1 		$507K Buy
+1,954
New +$503K 0.3% 56

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

WR Wealth Planners's BDX Position: Q4 2024 in Review

WR Wealth Planners reduced its Becton Dickinson (BDX) stake by 10% in Q4 2024, selling an estimated $72K and leaving 2,765 shares worth $627K. The position accounts for 0.2% of the portfolio, ranked #75.

WR Wealth Planners first reported a position in BDX in Q1 2022 and has held it in 12 quarters since. The position peaked at $742K in Q3 2024. 1,626 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • WR Wealth Planners held 2,765 shares of Becton Dickinson worth $627K as of Q4 2024.
  • WR Wealth Planners sold 312 Becton Dickinson shares in Q4 2024, an estimated $72K.
  • Becton Dickinson made up 0.2% of WR Wealth Planners's portfolio in Q4 2024, its #75 holding.
  • WR Wealth Planners first reported a position in Becton Dickinson in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Becton Dickinson position peaked at $742K in Q3 2024.
  • 1,626 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.