CAL
Capital Advisors Ltd’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
3,226
-54
| -2% | -$4.7K | 0.03% | 234 |
|
|
2025
Q1 | $295K | Sell |
3,280
-104
| -3% | -$9.35K | 0.04% | 226 |
|
|
2024
Q4 | $270K | Buy |
3,384
+199
| +6% | +$15.9K | 0.03% | 234 |
|
|
2024
Q3 | $287K | Buy |
3,185
+6
| +0.2% | +$541 | 0.04% | 228 |
|
|
2024
Q2 | $250K | Sell |
3,179
-16
| -0.5% | -$1.26K | 0.03% | 244 |
|
|
2024
Q1 | $278K | Buy |
3,195
+71
| +2% | +$6.18K | 0.04% | 231 |
|
|
2023
Q4 | $257K | Buy |
3,124
+54
| +2% | +$4.44K | 0.04% | 230 |
|
|
2023
Q3 | $241K | Sell |
3,070
-21
| -0.7% | -$1.65K | 0.04% | 229 |
|
|
2023
Q2 | $272K | Buy |
3,091
+1
| +0% | +$88 | 0.04% | 221 |
|
|
2023
Q1 | $249K | Buy |
3,090
+49
| +2% | +$3.95K | 0.04% | 203 |
|
|
2022
Q4 | $236K | Buy |
3,041
+84
| +3% | +$6.52K | 0.04% | 209 |
|
|
2022
Q3 | $239K | Sell |
2,957
-164
| -5% | -$13.3K | 0.05% | 204 |
|
|
2022
Q2 | $280K | Sell |
3,121
-482
| -13% | -$43.2K | 0.05% | 182 |
|
|
2022
Q1 | $400K | Buy |
3,603
+40
| +1% | +$4.44K | 0.07% | 161 |
|
|
2021
Q4 | $369K | Buy |
3,563
+198
| +6% | +$20.5K | 0.06% | 170 |
|
|
2021
Q3 | $422K | Buy |
+3,365
| New | +$422K | 0.08% | 131 |
|
|
2021
Q2 | – | Sell |
-2,828
| Closed | -$334K | – | 484 |
|
|
2021
Q1 | $334K | Hold |
2,828
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $331K | Hold |
2,828
| – | – | 0.07% | 126 |
|
|
2020
Q3 | $294K | Hold |
2,828
| – | – | 0.07% | 124 |
|
|
2020
Q2 | $259K | Hold |
2,828
| – | – | 0.07% | 133 |
|
|
2020
Q1 | $255K | Hold |
2,828
| – | – | 0.08% | 128 |
|
|
2019
Q4 | $321K | Hold |
2,828
| – | – | 0.08% | 109 |
|
|
2019
Q3 | $307K | Sell |
2,828
-515
| -15% | -$55.9K | 0.09% | 110 |
|
|
2019
Q2 | $326K | Buy |
3,343
+515
| +18% | +$50.2K | 0.09% | 108 |
|
|
2019
Q1 | $258K | Hold |
2,828
| – | – | 0.07% | 132 |
|
|
2018
Q4 | $257K | Hold |
2,828
| – | – | 0.08% | 128 |
|
|
2018
Q3 | $278K | Buy |
+2,828
| New | +$278K | 0.08% | 124 |
|