Adams Chetwood Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $951K | Buy |
8,575
+1,460
| +21% | +$162K | 0.54% | 36 |
|
2021
Q4 | $736K | Buy |
7,115
+10
| +0.1% | +$1.03K | 0.5% | 41 |
|
2021
Q3 | $891K | Buy |
7,105
+79
| +1% | +$9.91K | 0.65% | 35 |
|
2021
Q2 | $872K | Buy |
7,026
+85
| +1% | +$10.5K | 0.62% | 36 |
|
2021
Q1 | $820K | Buy |
6,941
+170
| +3% | +$20.1K | 0.63% | 34 |
|
2020
Q4 | $793K | Buy |
6,771
+400
| +6% | +$46.8K | 0.66% | 34 |
|
2020
Q3 | $662K | Buy |
6,371
+2,086
| +49% | +$217K | 0.64% | 36 |
|
2020
Q2 | $393K | Buy |
4,285
+210
| +5% | +$19.3K | 0.4% | 50 |
|
2020
Q1 | $404K | Sell |
4,075
-95
| -2% | -$9.42K | 0.47% | 46 |
|
2019
Q4 | $473K | Buy |
+4,170
| New | +$473K | 0.48% | 41 |
|