Artemis Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-640
| Closed | -$50.2K | – | 57 |
|
2023
Q3 | $50.2K | Sell |
640
-3
| -0.5% | -$235 | 0.01% | 36 |
|
2023
Q2 | $56.6K | Buy |
643
+458
| +248% | +$40.4K | 0.01% | 35 |
|
2023
Q1 | $14.9K | Sell |
185
-7
| -4% | -$564 | ﹤0.01% | 49 |
|
2022
Q4 | $14.9K | Sell |
192
-277
| -59% | -$21.5K | ﹤0.01% | 60 |
|
2022
Q3 | $37.9K | Sell |
469
-1,255
| -73% | -$101K | 0.01% | 51 |
|
2022
Q2 | $155K | Buy |
+1,724
| New | +$155K | 0.04% | 41 |
|
2022
Q1 | – | Sell |
-196
| Closed | -$20.3K | – | 70 |
|
2021
Q4 | $20.3K | Hold |
196
| – | – | ﹤0.01% | 63 |
|
2021
Q3 | $24.6K | Hold |
196
| – | – | ﹤0.01% | 68 |
|
2021
Q2 | $24.3K | Hold |
196
| – | – | ﹤0.01% | 56 |
|
2021
Q1 | $23.2K | Hold |
196
| – | – | ﹤0.01% | 57 |
|
2020
Q4 | $23K | Sell |
196
-61
| -24% | -$7.15K | ﹤0.01% | 52 |
|
2020
Q3 | $26.7K | Buy |
257
+61
| +31% | +$6.34K | 0.01% | 50 |
|
2020
Q2 | $18K | Hold |
196
| – | – | 0.01% | 46 |
|
2020
Q1 | $17.7K | Hold |
196
| – | – | 0.01% | 44 |
|
2019
Q4 | $22.2K | Buy |
+196
| New | +$22.2K | 0.01% | 82 |
|