Cape Investment Advisory’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Buy |
3,605
+113
| +3% | +$9.85K | 0.11% | 140 |
|
2025
Q1 | $314K | Sell |
3,492
-36
| -1% | -$3.24K | 0.13% | 129 |
|
2024
Q4 | $282K | Buy |
3,528
+286
| +9% | +$22.8K | 0.11% | 140 |
|
2024
Q3 | $292K | Buy |
3,242
+249
| +8% | +$22.4K | 0.12% | 127 |
|
2024
Q2 | $236K | Sell |
2,993
-245
| -8% | -$19.3K | 0.11% | 135 |
|
2024
Q1 | $282K | Buy |
3,238
+41
| +1% | +$3.57K | 0.13% | 117 |
|
2023
Q4 | $263K | Buy |
3,197
+369
| +13% | +$30.4K | 0.13% | 115 |
|
2023
Q3 | $222K | Buy |
2,828
+574
| +25% | +$45K | 0.13% | 121 |
|
2023
Q2 | $199K | Buy |
2,254
+86
| +4% | +$7.58K | 0.11% | 135 |
|
2023
Q1 | $175K | Buy |
+2,168
| New | +$175K | 0.11% | 136 |
|