Birch Capital Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,059
| Closed | -$160K | – | 106 |
|
|
2022
Q4 | $160K | Hold |
2,059
| – | – | 0.11% | 62 |
|
|
2022
Q3 | $166K | Hold |
2,059
| – | – | 0.13% | 58 |
|
|
2022
Q2 | $185K | Sell |
2,059
-2,953
| -59% | -$265K | 0.13% | 58 |
|
|
2022
Q1 | $556K | Sell |
5,012
-1,617
| -24% | -$179K | 0.34% | 45 |
|
|
2021
Q4 | $686K | Sell |
6,629
-1,794
| -21% | -$186K | 0.41% | 42 |
|
|
2021
Q3 | $1.06M | Sell |
8,423
-645
| -7% | -$80.9K | 0.72% | 36 |
|
|
2021
Q2 | $1.13M | Hold |
9,068
| – | – | 0.76% | 36 |
|
|
2021
Q1 | $1.07M | Hold |
9,068
| – | – | 0.79% | 35 |
|
|
2020
Q4 | $1.06M | Hold |
9,068
| – | – | 0.81% | 34 |
|
|
2020
Q3 | $942K | Sell |
9,068
-224
| -2% | -$23.3K | 0.82% | 33 |
|
|
2020
Q2 | $852K | Hold |
9,292
| – | – | 0.8% | 33 |
|
|
2020
Q1 | $838K | Hold |
9,292
| – | – | 0.96% | 33 |
|
|
2019
Q4 | $1.05M | Buy |
+9,292
| New | +$1.05M | 1.03% | 33 |
|