Birch Hill Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,485
| Closed | -$219K | – | 161 |
|
|
2023
Q2 | $219K | Hold |
2,485
| – | – | 0.01% | 150 |
|
|
2023
Q1 | $200K | Buy |
+2,485
| New | +$203K | 0.01% | 159 |
|
|
2022
Q4 | – | Sell |
-2,485
| Closed | -$201K | – | 153 |
|
|
2022
Q3 | $201K | Hold |
2,485
| – | – | 0.01% | 144 |
|
|
2022
Q2 | $223K | Hold |
2,485
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $276K | Sell |
2,485
-100
| -4% | -$10.6K | 0.01% | 141 |
|
|
2021
Q4 | $267K | Sell |
2,585
-100
| -4% | -$11.6K | 0.01% | 155 |
|
|
2021
Q3 | $337K | Sell |
2,685
-50
| -2% | -$6.47K | 0.02% | 141 |
|
|
2021
Q2 | $339K | Buy |
2,735
+150
| +6% | +$18.8K | 0.02% | 135 |
|
|
2021
Q1 | $305K | Hold |
2,585
| – | – | 0.02% | 132 |
|
|
2020
Q4 | $303K | Hold |
2,585
| – | – | 0.02% | 131 |
|
|
2020
Q3 | $269K | Hold |
2,585
| – | – | 0.02% | 127 |
|
|
2020
Q2 | $237K | Buy |
2,585
+100
| +4% | +$9.59K | 0.02% | 131 |
|
|
2020
Q1 | $224K | Hold |
2,485
| – | – | 0.02% | 124 |
|
|
2019
Q4 | $282K | Hold |
2,485
| – | – | 0.02% | 128 |
|
|
2019
Q3 | $270K | Hold |
2,485
| – | – | 0.02% | 126 |
|
|
2019
Q2 | $242K | Hold |
2,485
| – | – | 0.02% | 133 |
|
|
2019
Q1 | $226K | Hold |
2,485
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $226K | Hold |
2,485
| – | – | 0.02% | 132 |
|
|
2018
Q3 | $244K | Buy |
+2,485
| New | +$230K | 0.02% | 140 |
|
|
2017
Q2 | – | Sell |
-1,485
| Closed | -$120K | – | 133 |
|
|
2017
Q1 | $120K | Buy |
+1,485
| New | +$116K | 0.01% | 131 |
|
|
2016
Q4 | – | Sell |
-1,485
| Closed | -$128K | – | 130 |
|
|
2016
Q3 | $128K | Buy |
+1,485
| New | +$129K | 0.01% | 127 |
|
|
2015
Q2 | – | Sell |
-2,685
| Closed | -$209K | – | 136 |
|
|
2015
Q1 | $209K | Buy |
+2,685
| New | +$204K | 0.02% | 134 |
|
Other funds holding MDT
