Caliber Wealth Management (Utah)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.34M | Sell |
26,856
-189
| -0.7% | -$16.5K | 1.24% | 37 |
|
|
2023
Q4 | $2.23M | Buy |
27,045
+1,378
| +5% | +$114K | 1.31% | 33 |
|
|
2023
Q3 | $2.01M | Buy |
25,667
+2,477
| +11% | +$194K | 1.35% | 36 |
|
|
2023
Q2 | $2.04M | Buy |
23,190
+1,600
| +7% | +$141K | 1.37% | 35 |
|
|
2023
Q1 | $1.74M | Buy |
21,590
+293
| +1% | +$23.6K | 1.3% | 37 |
|
|
2022
Q4 | $1.66M | Buy |
21,297
+10,900
| +105% | +$847K | 1.27% | 34 |
|
|
2022
Q3 | $840K | Buy |
10,397
+637
| +7% | +$51.5K | 0.66% | 50 |
|
|
2022
Q2 | $876K | Buy |
+9,760
| New | +$876K | 0.68% | 49 |
|