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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

BDX holding history

Becton Dickinson & Co in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BDX overviewAll 13F holders of BDXFull Q3 2023 holdings

Shares (Q3 2023)
9,058
Value
$2.34M
% of portfolio
0.5%
Quarters held
11
Since Q1 2021
Holdings of BDX by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20239,058$2.34M0.5%+157+1.8%AddedHolders
Q2 20238,901$2.35M0.4%+41+0.5%AddedHolders
Q1 20238,860$2.19M0.4%−82−0.9%ReducedHolders
Q4 20228,942$2.27M0.4%+458+5.4%AddedHolders
Q3 20228,484$1.89M0.4%+212+2.6%AddedHolders
Q2 20228,272$2.04M0.4%+62+0.8%AddedHolders
Q1 20228,210$2.18M0.4%−534−6.1%ReducedHolders
Q4 20218,744$2.20M0.4%−1,652−15.9%ReducedHolders
Q3 202110,396$2.56M0.4%+202+2.0%AddedHolders
Q2 202110,194$2.48M0.4%+2,265+28.6%AddedHolders
Q1 20217,929$1.91M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.