Bragg Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,835
| Closed | -$476K | – | 298 |
|
|
2021
Q2 | $476K | Buy |
3,835
+813
| +27% | +$102K | 0.03% | 230 |
|
|
2021
Q1 | $357K | Sell |
3,022
-864
| -22% | -$101K | 0.02% | 246 |
|
|
2020
Q4 | $455K | Buy |
3,886
+37
| +1% | +$4.07K | 0.04% | 206 |
|
|
2020
Q3 | $400K | Sell |
3,849
-411
| -10% | -$41.3K | 0.04% | 201 |
|
|
2020
Q2 | $391K | Buy |
4,260
+15
| +0.4% | +$1.44K | 0.04% | 201 |
|
|
2020
Q1 | $383K | Buy |
4,245
+161
| +4% | +$17.1K | 0.05% | 197 |
|
|
2019
Q4 | $463K | Buy |
4,084
+857
| +27% | +$94K | 0.05% | 197 |
|
|
2019
Q3 | $351K | Buy |
3,227
+168
| +5% | +$17.5K | 0.04% | 218 |
|
|
2019
Q2 | $298K | Buy |
3,059
+11
| +0.4% | +$1K | 0.04% | 236 |
|
|
2019
Q1 | $278K | Sell |
3,048
-117
| -4% | -$10.5K | 0.04% | 233 |
|
|
2018
Q4 | $288K | Buy |
3,165
+143
| +5% | +$13.4K | 0.04% | 220 |
|
|
2018
Q3 | $297K | Hold |
3,022
| – | – | 0.04% | 229 |
|
|
2018
Q2 | $259K | Sell |
3,022
-11
| -0.4% | -$919 | 0.04% | 235 |
|
|
2018
Q1 | $243K | Buy |
3,033
+11
| +0.4% | +$907 | 0.04% | 239 |
|
|
2017
Q4 | $244K | Hold |
3,022
| – | – | 0.04% | 243 |
|
|
2017
Q3 | $235K | Sell |
3,022
-107
| -3% | -$8.88K | 0.04% | 240 |
|
|
2017
Q2 | $278K | Buy |
3,129
+107
| +4% | +$9.02K | 0.04% | 242 |
|
|
2017
Q1 | $243K | Sell |
3,022
-40
| -1% | -$3.13K | 0.04% | 239 |
|
|
2016
Q4 | $218K | Hold |
3,062
| – | – | 0.04% | 244 |
|
|
2016
Q3 | $265K | Sell |
3,062
-235
| -7% | -$20.5K | 0.05% | 231 |
|
|
2016
Q2 | $286K | Sell |
3,297
-18,042
| -85% | -$1.46M | 0.05% | 228 |
|
|
2016
Q1 | $1.6M | Sell |
21,339
-3,736
| -15% | -$281K | 0.31% | 122 |
|
|
2015
Q4 | $1.93M | Sell |
25,075
-5,590
| -18% | -$421K | 0.41% | 96 |
|
|
2015
Q3 | $2.05M | Sell |
30,665
-9,361
| -23% | -$689K | 0.49% | 75 |
|
|
2015
Q2 | $2.97M | Sell |
40,026
-4,476
| -10% | -$342K | 0.68% | 58 |
|
|
2015
Q1 | $3.47M | Buy |
44,502
+5,974
| +16% | +$453K | 0.8% | 44 |
|
|
2014
Q4 | $2.78M | Sell |
38,528
-569
| -1% | -$39.5K | 0.67% | 57 |
|
|
2014
Q3 | $2.42M | Sell |
39,097
-1,895
| -5% | -$120K | 0.61% | 63 |
|
|
2014
Q2 | $2.61M | Buy |
40,992
+1,065
| +3% | +$64.7K | 0.63% | 62 |
|
|
2014
Q1 | $2.46M | Buy |
39,927
+502
| +1% | +$29.2K | 0.6% | 62 |
|
|
2013
Q4 | $2.26M | Sell |
39,425
-855
| -2% | -$48.5K | 0.55% | 74 |
|
|
2013
Q3 | $2.15M | Buy |
40,280
+49
| +0.1% | +$2.64K | 0.56% | 70 |
|
|
2013
Q2 | $2.07M | Buy |
+40,231
| New | +$1.99M | 0.57% | 66 |
|
Other funds holding MDT
WA
Bragg Financial Advisors's MDT Position: Q3 2021 in Review
Bragg Financial Advisors sold out of Medtronic (MDT) in Q3 2021, closing a stake of 3,835 shares — an estimated $476K sold.
Bragg Financial Advisors first reported a position in MDT in Q2 2013 and held it in 33 quarters. The position peaked at $3.47M in Q1 2015. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.
- Bragg Financial Advisors reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
- Bragg Financial Advisors sold 3,835 Medtronic shares in Q3 2021, an estimated $476K.
- Bragg Financial Advisors first reported a position in Medtronic in Q2 2013 and held it in 33 quarters.
- Bragg Financial Advisors's Medtronic position peaked at $3.47M in Q1 2015.
- 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.
Based on Bragg Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.