Benchmark Investment Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,548
Closed -$205K 91
2023
Q1
$205K Sell
2,548
-388
-13% -$31.3K 0.21% 87
2022
Q4
$228K Sell
2,936
-933
-24% -$72.5K 0.24% 88
2022
Q3
$312K Sell
3,869
-3,428
-47% -$276K 0.34% 73
2022
Q2
$655K Sell
7,297
-3,101
-30% -$278K 0.68% 49
2022
Q1
$1.15M Buy
10,398
+781
+8% +$86.7K 0.87% 33
2021
Q4
$995K Buy
+9,617
New +$995K 0.82% 41