Cassady Schiller Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.83K | Buy |
123
+68
| +124% | +$5.43K | ﹤0.01% | 345 |
|
|
2024
Q3 | $4.95K | Hold |
55
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $4.33K | Sell |
55
-286
| -84% | -$22.5K | ﹤0.01% | 356 |
|
|
2024
Q1 | $29.7K | Hold |
341
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $28.1K | Hold |
341
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $26.7K | Hold |
341
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $30K | Hold |
341
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $27.5K | Sell |
341
-136
| -29% | -$11K | 0.01% | 246 |
|
|
2022
Q4 | $37.1K | Buy |
+477
| New | +$37.1K | 0.02% | 217 |
|
|
2022
Q1 | – | Sell |
-516
| Closed | -$53K | – | 395 |
|
|
2021
Q4 | $53K | Buy |
+516
| New | +$53K | 0.03% | 199 |
|