WR Wealth Planners’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
$627K Sell
2,765
-312
-10% -$70.8K 0.2% 75
2024
Q3
$742K Buy
3,077
+99
+3% +$23.9K 0.21% 79
2024
Q2
$696K Buy
2,978
+42
+1% +$9.82K 0.21% 74
2024
Q1
$726K Buy
2,936
+580
+25% +$143K 0.23% 65
2023
Q4
$574K Buy
2,356
+267
+13% +$65.1K 0.21% 89
2023
Q3
$540K Buy
2,089
+88
+4% +$22.7K 0.21% 75
2023
Q2
$528K Buy
2,001
+68
+4% +$17.9K 0.2% 78
2023
Q1
$479K Buy
1,933
+100
+5% +$24.8K 0.21% 79
2022
Q4
$466K Buy
1,833
+30
+2% +$7.63K 0.29% 58
2022
Q3
$402K Buy
1,803
+122
+7% +$27.2K 0.28% 58
2022
Q2
$414K Sell
1,681
-273
-14% -$67.3K 0.27% 60
2022
Q1
$507K Buy
+1,954
New +$507K 0.3% 56