Angeles Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,057
| Closed | -$566K | – | 129 |
|
|
2024
Q4 | $566K | Sell |
7,057
-380
| -5% | -$30.5K | 0.03% | 81 |
|
|
2024
Q3 | $672K | Sell |
7,437
-5,349
| -42% | -$483K | 0.03% | 69 |
|
|
2024
Q2 | $1.01M | Sell |
12,786
-650
| -5% | -$51.5K | 0.05% | 48 |
|
|
2024
Q1 | $1.18M | Buy |
13,436
+809
| +6% | +$70.9K | 0.06% | 40 |
|
|
2023
Q4 | $1.05M | Buy |
12,627
+128
| +1% | +$10.6K | 0.06% | 39 |
|
|
2023
Q3 | $986K | Buy |
12,499
+3,905
| +45% | +$308K | 0.08% | 34 |
|
|
2023
Q2 | $760K | Buy |
8,594
+962
| +13% | +$85.1K | 0.06% | 38 |
|
|
2023
Q1 | $618K | Buy |
7,632
+2,842
| +59% | +$230K | 0.05% | 44 |
|
|
2022
Q4 | $375K | Buy |
+4,790
| New | +$375K | 0.03% | 54 |
|
|
2022
Q3 | – | Sell |
-3,390
| Closed | -$307K | – | 92 |
|
|
2022
Q2 | $307K | Hold |
3,390
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $378K | Buy |
3,390
+80
| +2% | +$8.92K | 0.03% | 65 |
|
|
2021
Q4 | $344K | Buy |
3,310
+487
| +17% | +$50.6K | 0.02% | 160 |
|
|
2021
Q3 | $356K | Buy |
+2,823
| New | +$356K | 0.02% | 141 |
|
|
2019
Q4 | – | Sell |
-2,196
| Closed | -$239K | – | 87 |
|
|
2019
Q3 | $239K | Sell |
2,196
-2,000
| -48% | -$218K | 0.05% | 67 |
|
|
2019
Q2 | $409K | Buy |
4,196
+173
| +4% | +$16.9K | 0.1% | 42 |
|
|
2019
Q1 | $366K | Buy |
+4,023
| New | +$366K | 0.35% | 36 |
|