Bourgeon Capital Management’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 |
-137,535
| Closed | -$11M | – | 122 |
|
|
2024
Q4 | $11M | Sell |
137,535
-1,897
| -1% | -$152K | 2.05% | 18 |
|
|
2024
Q3 | $12.6M | Sell |
139,432
-2,429
| -2% | -$219K | 2.41% | 13 |
|
|
2024
Q2 | $11.2M | Buy |
141,861
+724
| +0.5% | +$57K | 2.19% | 17 |
|
|
2024
Q1 | $12.3M | Buy |
141,137
+968
| +0.7% | +$84.4K | 2.41% | 13 |
|
|
2023
Q4 | $11.5M | Sell |
140,169
-477
| -0.3% | -$39.3K | 2.55% | 10 |
|
|
2023
Q3 | $11M | Sell |
140,646
-1,507
| -1% | -$118K | 2.59% | 10 |
|
|
2023
Q2 | $12.5M | Buy |
142,153
+1,102
| +0.8% | +$97.1K | 2.92% | 8 |
|
|
2023
Q1 | $11.4M | Buy |
141,051
+4,031
| +3% | +$325K | 2.71% | 10 |
|
|
2022
Q4 | $10.6M | Buy |
137,020
+229
| +0.2% | +$17.8K | 2.61% | 13 |
|
|
2022
Q3 | $11M | Buy |
136,791
+1,642
| +1% | +$133K | 3.04% | 8 |
|
|
2022
Q2 | $12.1M | Sell |
135,149
-557
| -0.4% | -$50K | 3.21% | 6 |
|
|
2022
Q1 | $15.1M | Buy |
135,706
+54,694
| +68% | +$6.07M | 3.41% | 3 |
|
|
2021
Q4 | $8.38M | Sell |
81,012
-30,348
| -27% | -$3.14M | 1.73% | 22 |
|
|
2021
Q3 | $14M | Sell |
111,360
-537
| -0.5% | -$67.3K | 2.98% | 7 |
|
|
2021
Q2 | $13.9M | Buy |
111,897
+7,020
| +7% | +$871K | 2.99% | 7 |
|
|
2021
Q1 | $12.4M | Buy |
104,877
+25,815
| +33% | +$3.05M | 2.75% | 6 |
|
|
2020
Q4 | $9.26M | Sell |
79,062
-233
| -0.3% | -$27.3K | 2.29% | 17 |
|
|
2020
Q3 | $8.24M | Buy |
+79,295
| New | +$8.24M | 2.5% | 16 |
|