YorkBridge Wealth Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.26M | Buy |
4,962
+640
| +15% | +$163K | 0.32% | 75 |
|
|
2022
Q3 | $963K | Buy |
4,322
+399
| +10% | +$88.9K | 0.25% | 84 |
|
|
2022
Q2 | $967K | Buy |
3,923
+167
| +4% | +$41.2K | 0.25% | 81 |
|
|
2022
Q1 | $975K | Buy |
3,756
+95
| +3% | +$24.7K | 0.21% | 84 |
|
|
2021
Q4 | $898K | Buy |
3,661
+891
| +32% | +$219K | 0.2% | 89 |
|
|
2021
Q3 | $664K | Buy |
2,770
+163
| +6% | +$39.1K | 0.17% | 109 |
|
|
2021
Q2 | $618K | Buy |
2,607
+122
| +5% | +$28.9K | 0.16% | 108 |
|
|
2021
Q1 | $589K | Buy |
2,485
+770
| +45% | +$183K | 0.17% | 104 |
|
|
2020
Q4 | $419K | Buy |
1,715
+122
| +8% | +$29.8K | 0.14% | 119 |
|
|
2020
Q3 | $362K | Buy |
1,593
+89
| +6% | +$20.2K | 0.15% | 116 |
|
|
2020
Q2 | $351K | Buy |
1,504
+230
| +18% | +$53.7K | 0.16% | 113 |
|
|
2020
Q1 | $286K | Buy |
+1,274
| New | +$286K | 0.18% | 122 |
|
|
2019
Q3 | – | Sell |
-231
| Closed | -$57K | – | 216 |
|
|
2019
Q2 | $57K | Hold |
231
| – | – | 0.03% | 354 |
|
|
2019
Q1 | $56K | Hold |
231
| – | – | 0.03% | 349 |
|
|
2018
Q4 | $51K | Hold |
231
| – | – | 0.03% | 330 |
|
|
2018
Q3 | $59K | Hold |
231
| – | – | 0.03% | 343 |
|
|
2018
Q2 | $54K | Hold |
231
| – | – | 0.02% | 357 |
|
|
2018
Q1 | $50K | Hold |
231
| – | – | 0.02% | 367 |
|
|
2017
Q4 | $51K | Sell |
231
-96
| -29% | -$21.2K | 0.02% | 371 |
|
|
2017
Q3 | $63K | Buy |
327
+10
| +3% | +$1.93K | 0.03% | 347 |
|
|
2017
Q2 | $60K | Buy |
317
+14
| +5% | +$2.65K | 0.03% | 347 |
|
|
2017
Q1 | $55K | Buy |
303
+91
| +43% | +$16.5K | 0.03% | 361 |
|
|
2016
Q4 | $35K | Buy |
+212
| New | +$35K | 0.02% | 399 |
|