Alan B. Lancz & Associates’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Hold |
9,908
| – | – | 0.86% | 30 |
|
|
2025
Q1 | $890K | Sell |
9,908
-50
| -0.5% | -$4.49K | 0.95% | 25 |
|
|
2024
Q4 | $795K | Sell |
9,958
-700
| -7% | -$55.9K | 0.81% | 28 |
|
|
2024
Q3 | $960K | Hold |
10,658
| – | – | 0.88% | 27 |
|
|
2024
Q2 | $839K | Buy |
+10,658
| New | +$839K | 0.83% | 29 |
|
|
2023
Q4 | $902K | Sell |
10,948
-200
| -2% | -$16.5K | 0.95% | 24 |
|
|
2023
Q3 | $874K | Sell |
11,148
-100
| -0.9% | -$7.84K | 0.99% | 23 |
|
|
2023
Q2 | $991K | Hold |
11,248
| – | – | 1.06% | 21 |
|
|
2023
Q1 | $907K | Buy |
11,248
+750
| +7% | +$60.5K | 0.94% | 23 |
|
|
2022
Q4 | $846K | Buy |
10,498
+2,950
| +39% | +$238K | 0.85% | 26 |
|
|
2022
Q3 | $610K | Hold |
7,548
| – | – | 0.72% | 34 |
|
|
2022
Q2 | $698K | Sell |
7,548
-700
| -8% | -$64.7K | 0.69% | 33 |
|
|
2022
Q1 | $915K | Hold |
8,248
| – | – | 0.81% | 27 |
|
|
2021
Q4 | $853K | Buy |
+8,248
| New | +$853K | 0.75% | 31 |
|