Brandywine Oak Private Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,128
| Closed | -$333K | – | 274 |
|
2022
Q3 | $333K | Sell |
4,128
-676
| -14% | -$54.5K | 0.05% | 191 |
|
2022
Q2 | $431K | Buy |
4,804
+1,118
| +30% | +$100K | 0.06% | 192 |
|
2022
Q1 | $409K | Sell |
3,686
-142
| -4% | -$15.8K | 0.05% | 218 |
|
2021
Q4 | $396K | Sell |
3,828
-1,672
| -30% | -$173K | 0.04% | 219 |
|
2021
Q3 | $689K | Buy |
5,500
+392
| +8% | +$49.1K | 0.08% | 167 |
|
2021
Q2 | $634K | Buy |
+5,108
| New | +$634K | 0.07% | 170 |
|
2019
Q1 | – | Sell |
-77
| Closed | -$7K | – | 459 |
|
2018
Q4 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 534 |
|