Paul Lountzis
Lountzis Asset Management
Paul Lountzis Becton Dickinson and Company stake
total: 139
Lountzis Asset Management BDX trades
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 2
- Held since:
- 2024 Q3
- Held for:
- 2 quarters
- Latest activity:
- 2025 Q1
According to 2026 Q2 report, Paul Lountzis doesn't hold any Becton Dickinson and Company (BDX) shares. To date, the estimated cost basis is nearly $241.1 for "buy" trades and estimated average "sell" price is $226.87. Lountzis Asset Management first purchased BDX in 2020 Q2, initially acquiring 400 shares. Paul Lountzis later completely sold out the position and invested in Becton Dickinson and Company again in 2024 Q3. Since the initial investment in Becton Dickinson and Company (BDX), Lountzis Asset Management has made 3 more transactions.
When did Paul Lountzis sell Becton Dickinson and Company (BDX)?
Paul Lountzis sold off the entire Becton Dickinson and Company (BDX) position in 2025 Q1.
When did Paul Lountzis buy Becton Dickinson and Company (BDX)?
Paul Lountzis first invested in Becton Dickinson and Company (BDX) in 2020 Q2 at the reported quarter-end price of $240.00 per share.
What's the cost basis of Lountzis Asset Management's BDX stake?
The estimated cost basis for Becton Dickinson and Company (BDX) stake is around $241.10 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $241.10
- Weighted AVG sell price:
- $226.87
Paul Lountzis's historical trades in Becton Dickinson and Company
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$226.87
|
|
-100% (-965)
|
-0.09%
|
|
2024 Q3
|
0.10%
|
965
|
$241.10
|
$232,661
|
new
|
+0.1%
|
|
2021 Q4
|
0.00%
|
0
|
$245.82
|
|
-100% (-400)
|
-0.06%
|
|
2020 Q2
|
0.09%
|
$240.00
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.